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Meet the Financial Industry Office Sidekick: Automation

Key Takeaways

  • ESG (environmental, social, governance), cryptocurrency, and other developments are presenting new opportunities for financial services providers. 
  • Adding products to meet the demands of clients can bring more work to financial reporting, legal, risk, and compliance teams but not always more headcount. 
  • Asset management firms, banks, and insurance providers have introduced automation into manual tasks to free up time for valuable strategic work.

Meet the Financial Industry Office Sidekick: Automation

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