Automate or Die – The New Reality for Wealth Management Businesses

Available On Demand

It’s no secret that digital transformation is more than underway in wealth management, however, most advisory firms are way behind the curve, saddled with creaky, manual and paper-based processes. As we know, wealth management is a client-focused industry, and the client experience is rapidly becoming one of the key differentiators for advisors and their firms. Currently, advisors are spending a significant amount of time on paper-based operational processes that negatively affect the client experience. Many firms are looking to deploy cloud-driven technologies that streamline manual operations using intuitive electronic forms, automated workflows and quick access to client files in a secured, organized repository.

Join this complimentary webinar to discover how a low-code approach can accelerate digital transformation in wealth management and enhance client experiences. You will learn:

  • Trends for implementing technologies using a low-code/no-code approach
  • How to give advisors time back to focus on client engagement by automating operational processes while achieving SEC- and FINRA-compliance
  • How to jumpstart your business processes with pre-built solution templates and workflows

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Sponsored by



Timothy D. Welsh, CFP®
CEO and Founder
Nexus Strategy, LLC


Justin Pava
Director of Product Management


Amy Flourry
Director of Operation


David H. Lenok - Host
Senior Editor




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