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Since September, we have been talking with firms and industry practitioners to check our understanding of the challenges they face. Are, for instance, the problems we listed as ‘common’ actually what they encounter in their daily practice? Through our research, we aim to prove or disprove these assumptions so we can align our service offering with the needs of investment clients.

Adam Grainger

Adam Grainger

A 20-year veteran of the investment industry. Client experience. Behavioral analytics. Data science.