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Overview: Powerful, unprecedented demographic and economic trends are propelling dramatic long-term growth in the wealth management industry. At the same time, competitive forces are driving rapid productivity gains in wealth management firms. Those firms who leverage information technology (IT) to create business agility will be the clear winners. We believe that IT agility enables business agility, and that software platforms are the key enablers of IT agility. This paper examines the key technology components of effective software platforms—business process management (BPM), rich internet applications (RIA), service-oriented architecture (SOA), and Web 2.0.
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Streamlining the account opening process leads to profitable and engaging customer relationships and deepens customer loyalty.
