The future of financial services: robo advisors versus humans

Rob advisors in the financial industry are hot! Interesting discussion: who will prevail in the financial industry: robo advisors or humans. I believe in the … source

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NexGen Consultants Financial Services Cloud demo

NexGen demonstrates Financial Services Cloud, Salesforce’s first industry-specific product that empowers advisors to build deeper, 1-to-1 client relationships, … source

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