Digital transformation is more than a buzzword used by big firms to justify new technology. It’s the cornerstone of modern wealth management and a requirement for firms that seek to survive and thrive. Digital transformation isn’t just for large firms with robust IT departments and big budgets. It’s for every RIA firm, including the smaller ones.
Without a dedicated technology team, embarking on a large-scale digital transformation can seem daunting. But it doesn’t have to be. Taking small, intentional steps can move your firm forward and put you on the path to a lasting digital transformation.
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