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Fintech: Stay Relevant With Every Client Touch

September 2, 2016

Digital transformation in wealth management

If you were to ask yourself how well you understand your clients’ digital needs, how would you respond?

Many advisors are more than a little nervous about the rise of robo-advisors and the effect on their businesses.

Financial technology is exploding—and that’s a good thing for you.

Read Digital Transformation and the Advisor: Keeping pace with a rapidly evolving competitive landscape, and learn how to take advantage of — rather than feel threatened by — financial technology. We discuss the 6 things you can do now to thrive in today's digital age.

Harness the power of fintech and create a better user experience for your clients.

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For more information, please contact an SEI Practice Consultant at 888-734-2679.

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Information provided by SEI Advisor Network, a strategic business unit of SEI. Services provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI.

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