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EP631: What are the key challenges facing wealth managers and their clients?

IBS Intelligence Podcasts

English - September 19, 2023 14:00 - 15 minutes - 11 MB
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Vikas Srivastava, Chief Revenue Officer, Integral Development Corp.

For many wealth management firms, the customer base is changing and that is forcing a change in business models. With the sector at last embracing technology, the focus is on the cloud and software-as-a-service solutions. Wealth managers and their clients face challenging times thanks to market volatility and inflation, but these aren’t the only risks to the business – it is past time that all wealth managers need to have a technology strategy in place. Robin Amlôt of IBS Intelligence speaks to Vikas Srivastava of SaaS provider Integral Development.