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PIMFA Wealthtech and EY Announce the Publication of our Report New Technology And Client Expectations in the Wealth Management Industry

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PIMFA WealthTech and EY has announced the publication of our report “New Technology and Client Expectations in the Wealth Management Industry: A Focus on Client Analytics and Onboarding” PIMFA WealthTech and EY Report which follows the completion of our two tech sprints on Client Analytics and Onboarding. The report outlines…

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