Increase agility, deliver personalization, and boost profitability

Today’s tech-savvy customers expect their wealth management (WM) firm to offer customized advice and frictionless experiences, including value-added services like financial goal planning and retirement advice. To compete, WM firms are looking to Amazon Web Services (AWS) for innovative digital solutions that help them reimagine the customer experience.

Download the infographic to learn how AWS can help WM firms to:

  • Equip relationship managers or advisors with 360-degree client views that power hyper-personalized investment recommendation
  • Improve business agility and speed with advanced analytics and machine learning (ML)
  • Increase advisor productivity and revenue generation



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  • Sales
  • Legal
  • Marketing
  • Business analysts
  • Project managers
  • AWS Academy students
  • Other IT-related professionals



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