Advisor-supporting solutions are a tech focus area, but advisors have limited access to full desktop capabilities, threatening revenue growth. CIOs can improve and expedite advisor adoption by integrating existing apps and emerging tech while positioning for future use of a broad digital platform.
Gartner Recommended Reading
Note 1: The 2020 Gartner Wealth Management Survey)
Note 2: 2020 Gartner Wealth Management Advisor Effectiveness Survey
Note 3: The 2019 Gartner Financial Services Technology Survey