Ep. 187: Why We’re Still Struggling to Reach Full Digitization with Jim Crowley, Pershing
WealthTech Today
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The Importance of Pershing X in Wealth Management
There's a huge disparity in wealth management firms going paperless. Some Persian clients are at 75% digitization, but some are at only 25%. 77% of advisors report that managing technology is their biggest challenge. Pershing X will be modular, however, and will allow specific products to be sold on a one-off basis.
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