77% of Financial Professionals Report Lost Business Due To Under-Performing Technology Tools Don’t let your website be one of them. CASE STUDY: WEBSITE MANAGER THE CHALLENGE Increasingly, as wealth managers accelerate their technological transformation, the demand for financial professionals and agents to have their own digital presence is heating up. Developing marketing personas for financial professionals though can be hampered by insufficient technology that restrains website templates and online applications from being continually refreshed. IN SEARCH OF SCALABILITY For one U.S.-Based Wealth Management Firm that critical point had arrived. Under its website development system, the firm would be required to deploy substantial resources for extensive development work each ti

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