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Cracking the Code: Case Studies on Successful Tech Adoption

Available On Demand

For financial firms looking to maximize their impact, leveraging the right technology is no longer a competitive advantage, it’s table stakes. But simply having the right tools isn’t enough. Successful adoption is the key to unlocking their full potential.

This webinar cracks the code on tech adoption. Join RIA leaders Rob Gorman, Founding Partner and COO of Apollon Wealth Management; Nate Lenz, CEO & Co-Founder of Concurrent Investment Advisors; and Adrian Johnstone, CEO of Practifi. They’ll explore the benefits of tech adoption, overcoming common barriers, and the unfortunate results of low adoption.

Learn real-world strategies through case studies exploring the successful implementation of tech tools at Apollon and Concurrent as they offer insights into:

  • Tech adoption benefits like Increased efficiency and productivity, cost savings, enhanced customer experiences, and competitive advantages.
  • Implementation strategies that ensure user buy-in and maximize ROI
  • Change management best practices for a smooth transition
  • Metrics to gauge success and drive continuous improvement
  • Unsuccessful adoption stories and valuable lessons learned, and
  • Tactics for overcoming Impediments to tech adoption like poor preparation, poor product fit, and lack of incentive.

Don’t miss this opportunity to learn from industry leaders and unlock the full potential of your tech stack.

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

Sponsored by



Nate Lenz
Co-Founder and CEO


Robert Gorman
COO and Founding Partner
Apollon Wealth Management


Adrian Johnstone
Chief Executive Officer


David Armstrong - Host
Executive Director, Content, Informa Connect




TAGS: Resources