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  5. Technology Trends Previsory Webinar: Wealth Management; 2023 Edition

Technology Trends Previsory Webinar: Wealth Management; 2023 Edition

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2 November 2022
Ashley Longabaugh
Jean Sullivan

Moving Toward Connectivity and Convergence

Recorded on November 3rd, 2022

We've seen wealth management firms transition from monolithic legacy systems to modular, scalable architectures and solutions. This great unbundling of the wealth management stack transforms the industry by facilitating greater connectivity between financial services providers and enabling the convergence of previously siloed products and services. In 2023, we look deeply at the technologies needed to facilitate this transformation: AI, data management, API connectivity, client engagement tools, digital technologies, and Cloud.

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