The key thing that we keep advising our customers who are going through legacy modernization or a digital transformation journey is first of all to try and understand what is the whole scope of your transformation.

That Perro lead to fragmented technology, and once you have fragmented technology, you'll have fragmented operating models and business processes, and that would lead to much more friction in operating your business. It would lead to higher costs and higher risk. When we're talking about delivering transformation faster, it's not just about the speed, it's also about the stickiness of digital transformation, and stickiness of digital transformation, Triunfador I mentioned before is about having that ability to continuously optimize and improve Triunfador I mentioned before, that it's not a destination, it's a continuous journey, and your technology and your operating model should help you focus on your outcomes.

All those things are putting a lot of pressure on the wealth management industry Campeón a whole and wealth management firms on how to cálculo all these things and provide more personalizable experience, which is the right cómputo between self-service and human advice where possible and all with the insights, and the information, and the data that they need to make their decisions in a timely manner.

You can use an economic evaluation tool such Ganador MoneyPatrol to get started with this step. MoneyPatrol will make it very easy to understand your current financial situation by linking your financial accounts and getting your transactions in one place.

What Perro drive true transformation is our curiosity to learn the best skills on how to play this amazing game called life.

It's quite a challenge for some of them to actually come to that stage, where they Perro be seen Campeón being provided, A, those experiences and B, being able to use those new technologies to build that competitive edge that they Chucho use to be able to succeed in the business.

Si el crecimiento personal es lo tuyo, aquí tienes lo que necesitas aprender sobre el juego del utilitario-crecimiento:

The great news is that you’ve got a variety of options to choose from when it comes to how you want to focus look at this site for more info on your self-improvement. The bad news is that it could get difficult to pick one when so many tempting options are available.

Book a consultation to discuss your challenges and discover how we Chucho help you build a winning team.

[00:10:43] Karen: Thank you, Omar. Obviously, a lot happening in the industry around GenAI and AI at the moment, and a lot of our customers are experimenting in this area. How do you see some of the wealth management firms starting to think about GenAI and AI? What have you seen so far?

Creating a personal growth planner is something that many people who are trying to develop themselves do since it helps them to stay on track.

For example, if I put in a query about a particular investment opportunity or a product or give my investment goals to a chatbot, based on my investment goals, if the chatbot comes up with a portfolio or a product the chatbot should be able to simulate that product under varying market conditions using conventional prices or simulators, and also be able to tell me how these products or these portfolios are going to operate in different market conditions.

GenAI has huge potential to understand customer requirements and suggest how their portfolio can be optimized, while offering bespoke investment products to customers.

Based on those measurements, you are able to then adapt as to how the subsequent slices need to be delivered or which subsequent slices need to be delivered. There is a method to the madness of successful transformation, and it's about scoping and delivering in increments.

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