In the past decade, the financial services industry has undergone a major transformation, with the industry continuing to consolidate and competition intensifying. Simultaneously, the shift from transaction-based to fee-based business models is accelerating and the role of regulatory agencies is evolving from one of basic oversight and guidance to one of proactive enforcement. This paper explores the need of financial institutions and investment professionals to focus on implementing enterprise-wide consolidated data management and client wealth reporting solutions to address these trends.
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