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david knoch has 20+ years of high-profile leadership in the financial advice industry. he joined docupace as ceo in april 2020 and has spearheaded the company’s strategic transformation – marked by double-digit revenue growth, product/capability expansion, multiple acquisitions and numerous industry accolades. |
five key areas where firms can make inroads; three areas in which wealthtech has a disproportionate impact.
by david knoch and ryan george
the holistic guide to wealth management
leveraging the power of technology has never been more accessible, or more important, for wealth management firms. as client priorities and goals shift, old delivery models and outdated tools are no longer enough to keep up in the current market.
so how does a wealth management firm differentiate itself? they lean toward technology and embrace the right wealthtech solutions to deliver holistic advice.
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ryan george is the chief marketing officer at docupace and a leader in both financial services and marketing communications. he is a member of the forbes communications council, an invitation-only, fee-based organization of senior-level communications and public relations executives and the cmo council. |
more: seven tech keys to a holistic service model | profile of a modern firm: putting the vision into practice | toward a 21st-century cpa: a dynamic vision | what multiples mean to accounting firms | tsunami of m&a, pe is disrupting the accounting profession | how wealth management has evolved | introducing you to a fulfilling return on relationships
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read on as we break down the context, problems and solutions of wealthtech in the financial services space.
why wealthtech?
the last few years have brought a world of change to the financial advice and investment industry. between volatile markets, shifting client demands and an ever-growing technology landscape, the entire wealth management ecosystem is evolving.
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