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Summary: The financial services industry has always been fueled by data, but in an era of economic uncertainty, the pressing question is whether firms are using that data to its fullest potential to drive growth. As market fluctuations and unpredictable economic conditions become the norm, financial institutions must look beyond traditional methods to maintain a competitive edge. Intelligent automation and artificial intelligence are stepping up to drive operational resilience, enabling financial firms to anticipate market shifts, safeguard assets and streamline operations.
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Summary: Commitment to transparency, which was vital during the financial crisis, has propelled firm’s success.
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Summary: Advisory firms grew 5.7% last year, according to a new study by The Ensemble Practice. It’s a wakeup call for firms to make marketing a vital function.
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Summary: A study found that after firms' current clients, accountants provide the most referrals, contributing almost 11 percent of a firm's new prospects.
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Summary: Concurrent CCO Describes A Collaborative Approach To Compliance And Three Steps To Establish A Compliance-As-Partner Culture
