Future of Advisor Technology: Balancing Innovation and Client Experience

Date: Tuesday, August 1, 2023

Time: 1 pm ET | 10 am PT

Cost: Complimentary

Editorial Webcast Sponsored by:

Modern advisors know that the latest tech innovations in the headlines can often be applied to their firm, but keeping up with these new tools as well as with developments in the finance industry can present a challenge. With the benefits of artificial intelligence and other fintech tools, how can financial advisors best introduce new tools to their practices and clients? In this webcast, we'll take a deep dive into the innovations on the horizon, and how advisors can get up to speed on what these mean for their workflows, systems and overall operations.

Join this complimentary webcast to discover how the latest tech innovations can help you improve your client experience and business results. You'll learn:

What ChapGPT means for your advisory firm;
How the latest innovations in social media, turnkey asset management platforms and other technology could impact your wealth-management practice;
The best ways to balance the use of new tech tools and human interaction with clients and business partners;
And more!

REGISTER NOW! (Not able to attend? We recommend you STILL REGISTER – you will receive an email with how to access the recording of the event)

Featured Speaker(s):

	Janet Levaux \| Editor in Chief \| ThinkAdvisor & Investment Advisor Janet Levaux, MA/MBA, is the moderator of this webcast. She's covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary's College of California. She's also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.
	Brian Bichler \| Head of Platform Experience \| Atria Wealth Solutions As Head of Platform Experience at Atria Wealth Solutions, Brian specializes in developing digital platform experiences and providing ﬁnancial advisors and clients with innovative, uniﬁed platforms that blend core wealth management capabilities with support, training, and communications. He has more than 20 years of experience in the financial services, holding various executive positions, including Director of Platform Strategy at Morgan Stanley, Chief Information Officer of Wealth Management at Zions Bank, and Head of Advisor and Marketing Platforms at Morgan Stanley.
	Joel Bruckenstein \| Producer, President \| Annual T3 Advisor Conference & T3 Technology Joel Bruckenstein, CFP, is an expert on applied technology for financial professionals and president of Technology Tools for Today (T3). He is also the producer of the annual T3 Advisor Conference, the premier technology conference for independent financial advisors, which will celebrate its 20th year in early 2024.
	Doug Fritz \| Co-Founder, CEO \| F2 Strategy Doug Fritz, a veteran CTO and sought-after wealthtech consultant, co-founded and now leads F2 Strategy. The consulting firm offers an outsourced CTO model (OCTO) and other services to clients. Earlier, he worked for First Republic Bank, Wells Fargo, Credit Suisse and KPMG.
	Lori Hardwick \| Chairman of the Board \| Docupace Lori Hardwick leads the board of Docupace and Vestwell, sits on Genstar Capital's Strategic Advisory Board and is a board member for Cerity Partners, Orion and several other firms. Earlier, she led advisory services for Envestnet (2000-2016) and also worked as COO of BNY Mellon's Pershing.

	Janet Levaux \| Editor in Chief \| ThinkAdvisor & Investment Advisor Janet Levaux, MA/MBA, is the moderator of this webcast. She's covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary's College of California. She's also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.
	Brian Bichler \| Head of Platform Experience \| Atria Wealth Solutions As Head of Platform Experience at Atria Wealth Solutions, Brian specializes in developing digital platform experiences and providing ﬁnancial advisors and clients with innovative, uniﬁed platforms that blend core wealth management capabilities with support, training, and communications. He has more than 20 years of experience in the financial services, holding various executive positions, including Director of Platform Strategy at Morgan Stanley, Chief Information Officer of Wealth Management at Zions Bank, and Head of Advisor and Marketing Platforms at Morgan Stanley.
	Joel Bruckenstein \| Producer, President \| Annual T3 Advisor Conference & T3 Technology Joel Bruckenstein, CFP, is an expert on applied technology for financial professionals and president of Technology Tools for Today (T3). He is also the producer of the annual T3 Advisor Conference, the premier technology conference for independent financial advisors, which will celebrate its 20th year in early 2024.
	Doug Fritz \| Co-Founder, CEO \| F2 Strategy Doug Fritz, a veteran CTO and sought-after wealthtech consultant, co-founded and now leads F2 Strategy. The consulting firm offers an outsourced CTO model (OCTO) and other services to clients. Earlier, he worked for First Republic Bank, Wells Fargo, Credit Suisse and KPMG.
	Lori Hardwick \| Chairman of the Board \| Docupace Lori Hardwick leads the board of Docupace and Vestwell, sits on Genstar Capital's Strategic Advisory Board and is a board member for Cerity Partners, Orion and several other firms. Earlier, she led advisory services for Envestnet (2000-2016) and also worked as COO of BNY Mellon's Pershing.

Future of Advisor Technology: Balancing Innovation and Client Experience

Register for this webcast.