Advisors must incorporate cloud into their M&A strategies to meet client needs.
Media mention
Financial Advisor Magazine: How Cloud Can Help M&A Woes
Cloud investment is critical to driving ROI for businesses, and it should be on the 2024 priority list for advisors.
According to Global Head of our Private Banking and Wealth Management business Sanjay Sharma, “Cloud adoption demonstrates a firm’s disciplined approach to aligning their business and technology strategies—particularly when it comes to M&A. Cloud investment provides a range of operational benefits that can ultimately deliver a more personalized wealth management experience for advisors and their clients. It helps propel the digital transformation journey, connect investors to what matters most, and power the future of wealth.”