In our inaugural 2022 Connected Wealth Report, we asked financial advisors and executives across the U.S. for their perspective on the role that their technology plays in helping facilitate their business.
The survey found that 65% of those surveyed had lost business from clients and prospects from having an outdated tech stack. Now more than ever, it is crucial that firms upgrade their legacy technology to allow them to attract new business and better serve their existing clients.
At the annual BNY Mellon | Pershing INSITE® 2023 Conference, industry leaders and clients gather to share the latest digital products and services. This year, we are joining to celebrate its 25th anniversary and share findings from the 2022 Connected Wealth Report.
To learn more about how our wealth management platform powers end-to-end operational efficiency, visit us at kiosk T6 at the BNY Mellon | Pershing INSITE 2023 Conference and receive a copy of our 30-page Connected Wealth Report.
Contact Eric Esfahanian, VP of Enterprise Sales, for more information on Advisor360°: firstname.lastname@example.org
Rania Kalaaji is a Marketing Project Manager Associate at Advisor360°, responsible for educating enterprise executives and building our community through content marketing and social media.