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Identify banks or asset managers that have outdated or no wealth service offering
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Build a proof of concept (POC) of the WaaS capabilities and present it to the client's stakeholders
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Identify if all or one service from the offering is required to enhance or replace the current one
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Build a high-level architecture with the client and do a cost comparison for 10 years
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Present the business case to the client's stakeholders and get approval to start integrating