While technology is considered “table stakes” for wealth managers, it’s now all about implementing the right technology to drive productivity and growth. It’s no longer enough to have technology that works well together, but it must also deliver a great client experience. In order to gain a competitive advantage, growth-minded advisors are seeking solutions that utilize AI for personalized experiences at scale, harness the power of customer data, and streamline back-office tasks. Technology that ultimately supports clients’ evolving needs will attain ongoing benefits.
This webinar will explore:
- Wealth managers’ technology needs when it comes to growth and efficiency
- The importance of having access to real-time data
- Where intelligent automation can alleviate pain points
- How to harness the power of CRM software for growth
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Produced by
Sponsored by
Shannon Rosic - Moderator
Director of WealthStack Content & Solutions
WealthManagement.com
Kristin Letourneau, PhD
Vice President, Research
Informa Engage
Michelle Feinstein
GM/VP Global Financial Services Solutions & Strategy
Salesforce
