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Vision for Growth: Striking a Balance between Innovation, Optimization and Service

SunGard has completed a study, Vision for Growth: Striking a Balance between Innovation, Optimization and Service, which reveals that wealth management and trust organizations are increasingly emphasizing technology innovation, optimization of operations, and enhanced services as major components of their growth strategies.

The study is based on responses from 129 wealth and trust company executives from North American community banks, regional trust banks, large global banks, family offices, and registered investment advisors (RIAs). The survey explores different perspectives and methodologies for how firms plan to balance the continued rise of operating costs and regulations against the need to grow their businesses.

Vision For Growth Insight Report

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