This report examines the roadblocks to strong technology adoption—such as resistance to change, one-dimensional training, and uncompelling value propositions—and discusses how wealth management firms and technology vendors are working together to improve business outcomes.
This report details the various obstacles to technology adoption within wealth management firms and how they and technology vendors are creating solutions to improve the end-user experience and generate positive business outcomes. Insights are derived from the Datos Insights Financial Advisor 2024 survey, the Datos Insights Executive Council Q2 2024 survey, and qualitative interviews with industry leaders.
Clients of Datos Insights’ Wealth Management service can download this report.
This report mentions Advyzon, Calendly, Docupace, eMoney, Envestnet, MoneyGuide, Orion Advisor, Practifi, RightCapital, Salesforce, ScheduleOnce, WalkMe, and Wealthbox.
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