Banks race to upgrade advisor tech as talent pressures mount [Wealth Professional (Canada)]
DocuSign, Inc. (DOCU)
Last docusign, inc. earnings: 3/12 04:05 pm
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Source: Wealth Professional
Banks are accelerating investment in digital infrastructure as wealth management units confront a tightening advisor labor market and rising client expectations. New research from Cerulli Associates shows that technology has moved from a supporting role to a defining factor in where advisors choose to build their careers. It found that 80% of advisors say a firm's technology stack influences their decision to remain with or move to another employer, underscoring how central digital capabilities have become in the competition for talent. Matt Zampariolo, research analyst at Cerulli, has been sharing more from the report with InvestmentNews and says that technology is now directly tied to advisor satisfaction, productivity, and retention with banks prioritizing tools that remove friction from daily advisory work. “According to our 2025 study of Private Bank & Trust Advisors, the tools most highly in demand from advisors and their teams to facilitate productivity and operational e
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News
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- Docusign's New AI Translates Legalese and Does Your Contract Busywork [Yahoo! Finance]Yahoo! Finance
DOCU
Earnings
- 12/4/25 - Beat
DOCU
Sec Filings
- 1/16/26 - Form SCHEDULE
- 1/13/26 - Form 4
- 1/13/26 - Form 4
- DOCU's page on the SEC website