The 5 Technology Adoption Methods: Build, Upgrade, License, Outsource or Hybrid – Which One is Right For You?

Over the last 15 years wealth management firms have taken varied approaches to implementing technology within their organization, each aiming to satisfy a unique set of needs and requirements. With technology evolving and teams requiring more firepower from their applications, firms are left in a quagmire, wondering what the best approach is for adopting technology: if they should build, license (from single or multiple vendors), outsource or some combination. This session will identify the five adoption methods wealth management firms are using today and some of the pros and cons of each.