Navigating the Wealth Tech Journey

Themes:

Technology

 

Session Type:

On Demand

Session Summary

More than ever, individuals are judging their financial institutions based on digital capabilities. This session breaks down how firms are leveraging integrated technology solutions to drive easier, faster experiences across the wealth management value chain, as well as insights into the new technologies that will impact advisor and client engagement and power wealth management platforms.

Featured Speakers

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More than ever, individuals are judging their financial institutions based on digital capabilities. Discover ways firms are leveraging integrated technology solutions to drive easier, faster experiences across the wealth management value chain, as well as insights into the new technologies that will impact client engagement and power wealth management platforms.

Solutions Overview


Going Digital: Assessing Digital Maturity and Prospecting in a Digital World

Explore this article to discover insights from Pershing clients and technology leaders on strategies for going digital.

Integrated Wealth Platform for Bank and Brokerage Custody

Transform your business with an integrated wealth platform.

Managed Accounts Technology

Brochure that details the managed accounts technology solution and capabilities offered through Pershing’s NetX360®.

NetX360® Flexible Technology That Will Transform Your Business

A simple, intuitive and personalized technology platform for advisors.

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