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Accelerating advisor productivity with intelligent technology

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Digital technologies are transforming the wealth landscape and providing digitally-savvy wealth management firms with better tools and better data to deliver more holistic based planning and advice. But, with the growth of innovation comes increased fee-compression and lower margins, threatening the traditional role of advisors. To help advisors survive and thrive in the digital world, wealth and investment management firms must execute a cohesive and integrated digital transformation now. Join our webinar to see how cutting-edge advisor solutions are breaking down technology barriers and get an in-depth look at the interconnected technologies that are creating new business opportunities for financial advisors.

In the webinar, we’ll cover:

• The new and existing business challenges financial advisors face
• 6 interconnected technologies that will reshape how financial advisors do business
• How APIs help advisors see a complete picture of an investor’s situation
•How AI-powered solutions drive advisor productivity and back-office efficiency
• Recommendations for linking technology investments to business challenges
Register

Key Speakers
  • Vijay Raghavan
    Vijay Raghavan
  • Colby Payne
    Colby Payne
  • Mike Sisk