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Susan Glover Insight & Advice
Upgrading Technology Should Mean Improving Clients’ Experience
Changing technology isn’t the endgame
2020: 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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