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-Cloud transformation has reached most sectors of industry and financial institutions have started to embrace this modern day technology trend and is seen as a critical tool for financial institutions to stay competitive in today’s challenging business environment. Success with process re-engineering and efforts at digitalization with emerging technologies such as artificial intelligence are dependent on cloud computing.This paper highlights the opportunities for Cloud transformation within wealth management firms, aims to address the concerns and provides guiding principles to implement a cloud transformation strategy with success.

Moving to Cloud :A Cloud Transformation Guide for Wealth Management Firms