Investment Executive Article – “Use technology to create exceptional client experiences”

The financial services sector is undergoing a seismic shift. On the one hand, more stringent regulatory requirements, such as the second phase of the client relationship model and point-of-sale (POS) disclosure, are creating significant and immediate compliance challenges for traditional mutual fund companies and financial advisors. On the other hand, new digitally-savvy market entrants are challenging the industry’s status quo as they cater to evolving investor behaviour and preferences.

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