Over the past 20 years, I’ve served in various roles within the wealth management industry. In that time, I’ve seen that the most prevalent problems in the industry are the lack of access to information, followed by breakdowns in communication, followed by inadequate records to calm heightened levels of concern.
In theory, digitization over the last 25 years has reduced the amount of time it takes for knowledge workers to perform their work. In reality, that’s not always the case. Let’s consider the history of information documentation and how technology, until now, has failed to measure up.