Practice Strategies

WealthBriefing's Forthcoming "Tech Traps" Report: Invitation For Contributors

Editorial Staff 8 November 2022

WealthBriefing's Forthcoming

We invite contributors and sponsors for the fourth annual edition of our important Technology Traps report, now an essential part of a wealth manager's reading list.

This news service will soon be producing the fourth edition of its must-read annual report Technology Traps Wealth Managers Must Avoid. (See here for the 2022 edition.)

We now invite firms that wish to sponsor individual chapters of the report to make a submission. 

To view our previous “Tech Traps” report for 2021, see here. Clearview Publishing's study is an important guide to the problems that private banks and wealth managers face when they try to make the most of technology. Among other things, the guide shows how to make back offices more efficient and how to improve the client experience, see the 2020 edition here.

To register interest for sponsoring chapters of the report, click on this link.

Register for WealthBriefing today

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