The self-service revolution has empowered consumers to digitally seize control, leaving all but the best firms to play catch-up. What happens when digital-savvy customers encounter an investment management industry where two-thirds of firms rely on systems that pre-date 2007?
For too long, investment managers have trusted high set-up costs and cumbersome regulations to keep the wolf from the door. With proven demand for investment analysis tools at both an individual and institutional level, why has the investment management industry been slow to adapt?
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