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Optimizing the Client Journey: A New Approach to Technology Strategy

Now Available On Demand

Delivering superior client service is a key differentiator for human advisors that will only become more important as disruptive technologies such as robo-advisors become more prevalent. Despite this fact, the advisory industry still remains behind the curve when it comes to deploying technology to improve the client experience (CX).

Join this webinar to hear from two industry veterans discussing the client journey as a framework for developing a technology blueprint for enhancing service delivery, driving client satisfaction, which results in more referrals. During the webinar, Tim and Linda will also share the recent CX survey results and review immediate opportunities through technology that advisory firms can identify to achieve business growth.

Approved for 1 CE credit towards the AEP® designation.

Timothy D. Welsh, CFP®
Nexus Strategy, LLC


Linda Ding
Director of Strategic Marketing


David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement


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