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The Power of Actionable Insights For Financial Advisors

By Thomas Zink

Salesforce Guru 0 778 Article rating: 5.0

Private wealth has been slow to embrace the digital transformation that has evolved across many other parts of the financial services industry. This inactivity is now putting pressure on financial advisors to either cross the digital chasm ahead or risk disintermediation. The cost of doing business has also risen tremendously while technology has enabled new entrants, such as robo-advisors and social investment platforms, that are not subject to the same cost constraints in the competition for client assets.

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