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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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Pershing X: A New Way to Manage Technology

Investors and advisors today want real time information. Recent surveys have shown that up to 77% advisors report that managing technology is their biggest challenge. Pershing X, it's one of the ways that we believe by creating a highly interoperable set of applications, we're going to solve a lot of those problems. We'll eventually get to them. It's no different than paper delivery. This is a big problem for industry. We want to solve it.

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