Help or Hindrance The Link Between Technology Provision and Advisor Productivity

Описание: Help or Hindrance? The Link Between Technology Provision and Advisor Productivity was produced by WealthBriefing and Advent Software, continuing a long-standing research partnership which has seen the two parties investigate a wide range of key technology and operations trends in wealth management in recent years. This ground-breaking research report takes the technology dialogue one step further from the top-down view typically taken, and rather looks at technology provision through the lens of a front-line advisors' daily working lives - revealing that legacy systems, poor integration and a dearth of innovation is really holding many front-line professionals back from performing at their optimal level of productivity.