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Introduction: Client Needs and Technology

Wealth managers have always been concerned with meeting client needs. Those concerns are only heightened when markets are volatile and investors face headwinds. In today’s environment, clients are hungry for information, worried about the health of their portfolios, and looking for guidance and reassurance.

The survey results demonstrate that wealth managers are entering 2023 with a sharp focus on how they can leverage technology to better serve their customers. Managers are looking for solutions that will help them build and strengthen relationships, while also making their firms as efficient and effective as possible.

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Respondents at a Glance