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The Australian wealth management industry, with $1.2 trillion in assets and projected $400 billion growth over the next five years, faces significant challenges. Outdated Processes like wet signatures and static PDF forms, slow down operations and hurt client satisfaction. To stay competitive, firms must embrace emerging trends and leverage advanced technologies to enhance client experiences.

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Let’s Talk About Agreements (Instead of Just Contracts)

An agreement is any event in which two or more people or parties commit to doing something together—a meeting of minds. Contracts are a subset of agreements.

Author Dan Lyons
Dan Lyons
Let’s Talk About Agreements (Instead of Just Contracts)

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Aboriginal Australian man at meeting with Indigenous colleagues in creative modern workspace.