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The Essential Guide to Automation in Financial Services

The Essential Guide to Automation in Financial Services

Published by: Research Desk Released: Jun 22, 2021

New challenges have disrupted financial services across the globe, accelerating the evolution of banking,

insurance and wealth management for the digital age. Today’s financial institutions need to be available to customers wherever they are, in an instant. The events of 2020 demonstrated that employees must be able to facilitate that customer experience from their dining table if need be. Organizations slow to respond are already seeing reduced margins and market share, but for those innovating the fastest, customer retention and significant growth is on the table.