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Leaders from 17 firms, representing various broker-dealer and advisory firms joined Pershing for its fall Technology Advisory Board meeting.

During this recent meeting, members engaged in discussion on five key themes:

  1. Client experience
  2. Integrations
  3. Business analytics & insights
  4. Technology adoption
  5. Regulatory technology
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Technology Strategy: Where Are Clients Heading Next? 

Read the latest insights from Pershing’s fall Technology Advisory Board (TAB) meeting that shares key insights on 2023 technology priorities.

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