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Panel Discussion: How to Build an Ideal Tech Stack for a Data-Driven Business

Available On Demand

Digital revolution is impacting the financial services industry and the right technology can help your firm not just survive but thrive. Financial firms across the globe have found themselves managing remote or blended teams and relying more on technology to handle day-to-day tasks, communicate with clients and keep operations running smoothly.

Join us Wednesday, September 29th @2PM CT to hear how advisors can build an efficient, data-driven business through workflows, customized dashboards, and seamless integrations for both increased productivity and profitability.

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

Sponsored by

 

 

AdrianJohnstone-90.jpgAdrian Johnstone
Co-Founder and President
Practifi

 

Robin Melnick
Head of Partnerships & Strategic Alliances
Addepar

 

Amy DeTolla Headshot-90.jpgAmy DeTolla
Chief Experience Officer
Connectus Group LLC