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How tech is shaping client prospecting for wealth managers and advisers

Authored by – Ravnit Singh Kohli - Managing Director Technology

Wealth managers and IFAs have historically relied on personal networks, social tools, client referrals and a multitude of news sources to find and convert potential new clients. As this industry becomes increasingly more competitive, personalized and cost-conscious, however, more efficient tools are needed to ensure businesses remain relevant.

Outdated, manual processes can place a drain on resources that could otherwise be freed up to focus on higher value and greater impact work - such as providing more personalized advice for existing clients. This is where techfirst solutions, built upon data science, analytics and machine learning

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