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January 20, 2021 55 min

In a fast-changing market and global uncertainty, only the most innovative, bold, and flexible wealth managers stand a chance in delivering real value to their customers. How are financial institutions leveraging digital to provide proper organizational support for quality research with agile decision-making, enabling reliable portfolio and risk management that is much needed for keeping customer confidence?

Guest 1: Ram Nagappan
Title: Chief Information Officer, BNY Mellon | Pershing

Guest 2: Rob Zelinka
Title: Chief Information Officer, Jack Henry & Associates

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