Advisors' tech priorities -- and needs -- have shifted dramatically over the last 18 months, says Steven Crosby, head of PricewaterhouseCoopers U.S. wealth management unit.
For wealth advisors, client data is replacing transactional processing as a technology priority, he says. The industry grew up with transaction processing, said Crosby, a managing director at the global accounting, research and consulting powerhouse. But in the last 18 months weve seen a shift away to more emphasis on being increasingly data-centric.
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