Firms Bet on Products, Distribution & Tech for 2014

Financial services firms' 2014 plans center on product lines, distribution capabilities and technology, according to a survey done by Cerulli Associates.

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Comments (1)
The writing is on the wall. You need to have a strong digital presence or you will perish. Secondly, be sure your content on the web is correct, complete and up-to-date. Do not take the client for granted. Today's client is very very savvy and is out shopping for the firm which can best serve his needs.
Posted by tasha123 s | Wednesday, January 15 2014 at 9:29AM ET
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