This Hyland infographic highlights the hidden challenges data silos create for wealth managers. As firms digitize onboarding, reporting, and client processes, they often discover far more silos than expected, stalling transformation. Surveys show 47% of marketers say data is siloed and hard to access, while 83% of executives report silos in their organizations, and 91% see negative business impacts. Silos emerge from product-specific tech, regulation tools, unit systems, and M\&A legacy platforms, creating duplication, errors, and scalability limits. The paper recommends a content services platform with open APIs to unify systems, improve workflows, reduce risk, and enable integration with AI and analytics.

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