Advisers are moving beyond seeing technology as a back office support function and are beginning to take advantage of the power of technology in enhancing the client experience and ultimately supporting smart, sustainable business models with legacy value.
James Elwood Joins Wealth Access’ Executive Team
FinTech veteran brings experience to support growth, new platform initiatives NASHVILLE, Tenn., Feb 1, 2024 – Wealth Access, the leading customer data insights platform that unifies and enriches data that powers hyper-personalized experiences for financial...
