Wealth managers are entering 2023 with a sharp focus on how they can leverage technology to better serve their existing customers, find new prospects and build and strengthen relationships – while also making their firms as efficient and effective as possible.

To better understand this emphasis on client needs and the technology that will help serve them, WealthManagement.com conducted a survey of advisors, c-suite executives and others across the industry.

Download this report to learn how wealth managers are now approaching technology and tech investment as a key determinant to addressing their business goals and strengthening relationships.