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A SNEAK PEEK | Is your tech agenda set for safety or standout growth? |
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Don't miss this upcoming report: | The past three years have seen a dramatic pandemic-fueled shift of financial services customers moving from physical to digital channels, with mobile leading the way. However, with economic headwinds facing the industry, companies are reshuffling their priorities. | The insights shared in this report — releasing on February 27th — provide a peer-based perspective on where companies in the wealth management sector are actively investing in technology for the year ahead and how they can more effectively use those investments to drive their businesses forward. | Save with an over 40% off rate and unlock access prior to release. | | SUBSCRIBE BY 2/27 |
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| | In the meantime, catch up on recently released research you may have missed. |
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 | | Financial advisors are predicting a year of change in 2023 — just not the changes you might expect.
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 | | The Infrastructure Investment and Jobs Act provides billions in grants for state and local governments. The challenge now is how quickly and effectively they can spend it amid an inflation–fueled rising–rate environment.
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 | | More than 95% of employees think they have something to learn from people who are different from them, but only 66% think that diverse companies make better decisions. What's the disconnect? | Read More → |
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