[Wealth management firms have been sitting on valuable client data for decades because there has not been an efficient way to bring it together and strategically put it to use to guide firm actions and better serve clients.
[ The rapidly evolving state of everything in the financial services industry continues in the financial marketing arena - from regulatory synchronization expanding the use of advisor testimonials to the re-evaluation of digital marketing to t
[Where the rubber meets the road, where true innovation happens, is not in the introduction of a new technology, but in its strategic application in solving specific problems and enhancing the operating dynamic and capabilities of a business.
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