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With technology playing an increasingly vital role in wealth management, Geoffrey Dezoppy, Managing Director for Luxembourg at Avaloq, answers questions about how financial institutions should prioritize their technology investments to ensure success over the long term.
What technology investment should wealth managers prioritize in the current environment?
Any investment in technology needs to serve a specific outcome. Given the volatility and margin pressure that financial institutions are expecting this year, wealth managers should prioritize highly integrated front-to-back core platforms with digital capabilities to maximize operational efficiency and help optimize costs across the firm’s value chain. Such a platform forms the...
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