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Susan Glover Insight & Advice
You Need to Focus More on What, How, and Why
Ditch the popular jargon for these productive words
Upgrading Technology Should Mean Improving Clients’ Experience
Changing technology isn’t the endgame
Get Your Data House in Order
Big data doesn’t often translate to quality data. Here’s how to make sure it does.
Speaking at CFA Society - LA “The Current and Future State of Wealth Management: The Transformative & Disruptive Aspects of Technology”
Join us on Wednesday, 12/4 in Los Angeles
Speaking at SS&C Deliver “Looking Beyond the BI and AI Hype”
Join us on Wednesday, 9/18 in Orlando
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