One of the most talked about advisor technology innovations lately is in workflow automation so that advisors can finally begin to scale for wealth management. The key to success in this approach is all about data management and integrated applications.
Listen in and learn from these experts on how you can streamline your infrastructure for fast growth with the latest enhancements in workflow technology.
- David Everson, Sr. Director of Solutions Marketing, Laserfiche
- Marc Butler, COO, Skience
- Anton Honikman, CEO, MyVest