5min chapter

Pragmatism in Practice cover image

Wealth management transformation: Not just a destination

Pragmatism in Practice

CHAPTER

Strategies for Transforming Wealth Management Firms

Exploring the necessity of prioritizing valuable changes and incremental deliveries in wealth management firms' transformation, while emphasizing continuous improvement and automation of regulatory compliance for streamlined operations.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode