Technology plays a crucial role in modern financial advisory practices, helping advisors deliver more efficient and effective services to their clients while improving their own operational processes. In fact, 77% of advisors report losing business due to inadequate technology that often results in inefficient practices, limited scalability, inability to offer personalized services and compliance risks.
By embracing automation, advisors can enhance organizational efficiency, improve client experiences, provide better financial advice – and stay more competitive.
Attend this webinar and you will learn:
- How to anticipate client needs and deliver effortless, connected experiences – whether the journey begins online, on the phone or in person
- Ways to delight customers and employees with AI-powered automation, unifying data and rules from systems across the firm to streamline complex regulatory processes
- Approaches to resolving issues faster with intelligent and empathetic engagement, real time collaboration, and guided flows – all in a unified CSR experience
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Sponsored by
Michelle Feinstein
General Manager / Vice President of Wealth & Asset Management
Salesforce
Judy Lee
Vice President, Technology Consulting
Fidelity Investments
Shannon Rosic - Host
Director of WealthStack Content & Solutions
WealthManagement.com