ベンダー
English
search

Reimagining the Role of Investment Advisors

Email Call back Website
Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
2019/04/23

How the Digital Revolution is Changing the Way Advisors Work to Achieve Success

What is the impact of emerging technologies on investment advisors? The answer lies in the growth of advisor portals. Enterprises have started to trigger a digital revolution that rolls out new avenues for investment advisors to access information and conduct transactions anytime, anywhere. Portals enable advisors to become truly mobile, enhancing their sales effectiveness and overall ability to service customers.

Media

Documents