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Most advisors in banks are overwhelmed and struggling to find relevant content and ideas for their clients. And as there is an increase in technology, mainly from the regulatory angle at the expense of the client communication, low touch experience occurs. What if you had personalized and targeted content recommendations that...
view solutionEvery week we highlight a new solution provider in our directory as the SP of the Week. This week it was Adviscent, Adviscent is a FinTech specialized in innovative information management solutions for advisory processes.
Click Here to Visit Adviscent's TWM Profile
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