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Key TakeawaysInforma Engage Key Takeaways
  • Consumer Behavior Has Changed Significantly Year Over Year
  • Google is Helping Restaurants Reach Customers and Grow Visits
  • Wendy’s Most Important Technology Investment: Its Global Restaurant Design
  • The Purpose of Technology is Competitive Advantage
  • Data is a Key Asset and a Source of Competitive Advantage
  • Consumer Behavior Has ChangedSignificantly Year Over Year

RTK Page Type: Research Takeaway Page

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Overview

What Professionals Are Delivering

What Do Clients Want from Estate Planning

Who Is Engaging in Estate Planning

Philanthropy as a Conversation Starter

Taxes and Next Gen Are Front of Mind

Lessons of the Innovators

Expectations on Technology Spending and Adoption

Delivering Value

AI Evolution

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