As wealth management firms pursue digital business transformation, they need to focus on the areas that deliver the most business value and lay the foundations for scaling digital initiatives.

Integrating advisor-supporting technologies (e.g., CRM, financial planning) into digital platforms, enhancing the advisor-client collaboration experience in client-facing technology, and addressing data and workflow roadblocks that impede digital transformation should be top priorities for wealth management leaders. Leaders can use this research to develop and implement an effective digital go-to-market and overall strategy.

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