RIA Roadmap © 2020 Envestnet, Inc. For investment professional use only.
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Managing Digital
Transformation
For Your Practice:
A Roadmap
Formal
Digital
Strategy
Client
Service
Review
Client
Segmentation
Provider/
Vendor
Reviews
Dedicated
Technology
Resources
Client
Communications
and Training
Source: Aite Group, "RIA Digital Transformation: A Competitive Necessity in a Post-Pandemic Marketplace," May 2020.
