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Setting the Stage


We have heard this so many times it is the proverbial “boy who cried wolf,” but we truly are in a major transitional period in financial services that is fundamentally changing how business is and will be done. We all tend to glaze over when we hear statements like that because we have heard them so often, usually from someone touting a new and better technology mousetrap. But this time, it’s different, and we do need to pay attention.

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