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Ep. 187: Why We’re Still Struggling to Reach Full Digitization with Jim Crowley, Pershing

WealthTech Today

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The Importance of Digitization in the Investment Industry

It all begins with the process at the very beginning of the account opening stage, as you mentioned. We're rolling out real time payments and that will really reduce the number of first party checks that get delivered. And I believe that clients are going to find it super, super convenient. So it's about time the financial services industry caught up with other industries.

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