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The FinTech Advantage Is Real—Are You Ready?

By Fiserv | June 25, 2019

2019-06-25

Technology has fundamentally changed the way advisors operate, from practice management to client interaction. Used correctly, technology can make an advisor’s life easier by shouldering administrative tasks and freeing up time for clients.

Yet finding and integrating the right technology can be challenging. This paper offers five tips for building a better tech strategy.

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