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By Jean Francois BEQUEVORT, Proposition Specialist, Wealth Solutions, Refinitiv, an LSEG Business*
A Refinitiv study looks at evolving investor data needs and digital expectations, concluding that firms urgently need to enhance their platform capabilities if they are to attract new assets and engender loyalty in existing relationships.
The digital opportunity
The advent of COVID-19 served to accelerate the pace of digital transformation in the wealth industry, creating a double-edged sword for many wealth platforms. On the one hand, enormous opportunities suddenly opened up for these platforms to cater to a growing appetite for online services amongst investors. On the other, a plethora of existing digital...
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