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Wealth Management: Driving Transformation Through a 360° Client Lens

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The ability to anticipate and address client needs with speed and precision is critical to the success of wealth and asset managers, but challenges persist in achieving the 360-degree client view required to make this a reality for many firms. Based on the sentiments provided by the practitioners quoted in the attached Finextra research paper, there continues to be opportunity for improvement in both customer data integration and cloud adoption. If you are experiencing these same challenges, MarkLogic can help you quickly build 360-degree views of data assets across business lines to drive new insights, improve client engagement and increase product distribution.

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