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Taking the Measure of Advice

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Taking the Measure of Advice © 2022 Envestnet. All rights reserved. 22 ABOUT AITE-NOVARICA GROUP Aite-Novarica Group is an advisory firm providing mission-critical insights on technology, regulations, strategy, and operations to hundreds of banks, insurers, payments providers, and investment firms—as well as the technology and service providers that support them. Comprising former senior technology, strategy, and operations executives as well as experienced researchers and consultants, our experts provide actionable advice to our client base, leveraging deep insights developed via our extensive network of clients and other industry contacts. CONTACT Research and consulting services: Aite-Novarica Group Sales +1.617.338.6050 sales@aite-novarica.com Press and conference inquiries: Aite-Novarica Group PR +1.617.398.5048 pr@aite-novarica.com For all other inquiries, contact: info@aite-novarica.com Global headquarters: 280 Summer Street, 6th Floor Boston, MA 02210 www.aite-novarica.com AUTHOR INFORMATION Alois Pirker +1.617.338.6071 apirker@aite-novarica.com Research Design & Data: Judy Fishman jfishman@aite-novarica.com 20220919-2342355

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