Best Practices for Onboarding: Using New Tools & Technologies
Date: Tuesday, September 27, 2022
Time: 2 pm ET | 11 am PT
Cost: Complimentary
Sponsored by:
Technology has been transforming the business of investing and wealth management, empowering organizations by unlocking new insights about past performance, current positioning and future trajectories. Staying ahead of emerging trends can help a firm jump ahead of the competition, as your clients look to you to be an expert on all the opportunities the market presents.
Despite this pace of innovation, a majority of advisors are still struggling to understand and appreciate the inherent value of these new technologies and how they can transform their experience and deliver more actionable results for their clients.
Join this complimentary webcast to discover how to incorporate new and advanced technologies into your business model. You'll learn:
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How professionals are currently adopting new tools
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Key tips to optimize your firm's onboarding experience
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About the latest market trends from Aite-Novarica Group's and what they mean for you and your clients
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And more!
Speakers
Meghna Mukerjee, Strategic Advisor, Aite-Novarica Group
Matt Saunders, Product Marketing Manager, Addepar
Rob Sheahan, Head of RIA Client Engagement & Success, Addepar
Register Now!
Can't attend? You should still register! We will send out an on-demand recording after the webcast so you can participate when it's convenient for you.