February 22, 2023
It’s Time to Seriously Consider a Documentation Management Tool
It’s Time to Seriously Consider a Documentation Management Tool February 22, 2023 | Debbie Miller | Docupace Documentation management tools are a must for any wealth management business that wants …

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It’s Time to Seriously Consider a Documentation Management Tool

February 22, 2023 | Debbie Miller | Docupace

Documentation management tools are a must for any wealth management business that wants a robust digital presence. And if that isn’t you yet, it should be. In recent studies, 77% of financial advisors reported losing business because they lacked the appropriate digital tools clients expected. The same research found that 85% of wealth management business leaders rated partnering with third-party companies as important in both the short and long term.

The need for online platforms that manage customer data, streamline business operations and improve customer satisfaction rates is only growing. Clients expect a seamless and personalized experience, which can only be delivered with the right software solutions. Turning traditional paper documents into cloud-based versions is one important piece of the digital transformation jigsaw.

 

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