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Susan Glover Insight & Advice
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
Advisors, Don’t Blame Your Technology Vendors
Here’s what to do instead of playing the blame game
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