New research conducted by CapIntel and Vivaldi Group shows the increased demand for innovative tech solutions across the wealth management industry, as both financial advisors and investors seek tools that create a more efficient, intuitive experience for client meetings.
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The role of technology in enhancing investor and advisor experiences
“Vivaldi’s research findings highlight the evolving expectations of financial advisors and investors in the wealth management industry, and validate the mission of our young, rapidly growing firm.”
