I’m excited to share insights from our new white paper, 'The Future of Wealth is Here.' Did you know that 86% of Canadian wealth management executives agree that streamlining and automating advisor workflows is a core priority? With the generational wealth transfer underway, this is even more apparent, driving the need to improve client engagement and increase productivity. One way to achieve this: AI. Explore additional strategies to thrive in this evolving landscape. #wealthmanagement #wealthtech #fintech #financialadvisor #ai
Tom Waisnor
7mo
This is great. Feel free to reach out to me Darren Duffy
Pretty insightful! 💡