How to make your wealth management practice more efficient 2021 | NewCom Media Inc. | 26 August 2021 |
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| Event Date | Thu Aug 26 EDT (over 3 years ago) |
| Region | Americas |
Details
We know no two firms are alike, and so how can the solutions to make advisors more efficient all be the same? They can’t. The benefits of digital transformation solutions are widely known, and yet financial professionals struggle to find compatible solutions for their operations. The industry should be looking to learn from the few wealth professionals who have crossed the automation bridge successfully to become more efficient.
Advisors and Other Wealth Professionals Will Learn:
• How to prepare their teams for digital transformation
• Necessary steps to de-risk the process and select a technology partner
• Best practices for working with their desired implementation specialist(s)
Speakers
2021 Speaskers
MODERATOR:
Wojtek Dabrowski
Managing Partner, Provident Communications Inc.
PRESENTERS:
Frederic Beland
Chief Operating Officer, PBY Capital
Raphael Bouskila
President and CEO, Mako Financial Technologies
Marisa Pazder
Portfolio Manager, Gold Investment Management