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Advisor Efficiency Remains Tech Goal

Survey results of Canadian financial professionals exploring attitudes and preferences related to digital transformation.

Advisor Efficiency Remains Tech Goal

There is continuous discussion surrounding digital transformation and financial firms' attitudes and position on it. We recently surveyed 100 firms on where they stand, and what they expect to be the biggest challenges in the years to come. Donna Bristow, Broadridge's Managing Director of North American Wealth, discusses those findings.