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BLOGS. May 30, 2023

Opportunities for RPA and a Digital Workforce in Family Offices

Many family offices recognize the need to operate more efficiently but don’t know where to start. Some feel set in their ways, with long-time staff who are used to doing things a certain way, and the industry as a whole is vulnerable to the same talent shortage seen across the wealth and asset management sector. These challenges can leave family offices using valuable resources to perform repetitive tasks when those resources would be more effectively deployed in other areas.