Present Value

Defining Transformation in Wealth Management

Danny Vincente, Financial Services Market Manager of Cisco’s Global Private Sector Industries explains that wealth management firms must adapt to new business models, harnessing new technologies and meeting new customer expectations for services. Citing our Wealth and Asset Management 2021 study, Vincente highlights the insights we gained from industry insiders, the details of which will be the subject of our upcoming webinar, Go Digital or Bust on January 31. Read Vincente’s complete post in Cisco Blog.

Economic analysis for decisions that matter

Tell us about your project or question, and we will tell you how our analysis can help.

Start a conversation 1435 Walnut Street, 4th Floor · Philadelphia, PA · 215.717.2777