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The Data Automation Imperative

10 Tips for Keeping Management, Operations and Compliance In the Know

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  • How to identify weak points in your firm’s data flow
  • Where “push-pull” automation can benefit your firm
  • What it costs your firm if you DON'T fully automate
  • Links between automation and quality client service
  • How to turn data into “solid gold” for your management team
Morningstar
 

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