FinTech Think Tank 2019
Robotic automation won't be all bad
July 02, 2019 @ 12:00 am
Zaheer Master: The benefits of robotic process automation for advisers.
More from the Event
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.