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Ep. 153: When to Switch Technology Vendors with Natalie Wolfsen, AssetMark

WealthTech Today

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Navigating Technology Vendor Relationships

This chapter delves into the complexities of transitioning technology vendors, particularly in financial services, highlighting the importance of adaptability and support during the shift. It discusses the balance between maintaining existing relationships and identifying when a provider lacks the necessary capabilities for future growth. Emphasizing the need for effective internal communication and training, the chapter advocates for thoughtful management of change to ensure successful adoption of new systems.

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