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Wealth management technology

There are some aggressive statistics being bandied about wealth management just now. Apparently, social media and mobile technology is about to transform the industry as we know it. So, are we really on the cusp of a technical revolution? Advice for technology vendors to the wealth industry.

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Note: This whitepaper was first published by Catalyst prior to the Sionic merger

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Meet the expert

Blaise Cardozo

 Director

I deliver large-scale change programmes and a wide variety of operating model consultancy assignments for wealth managers and private banks.