Turbocharging Firm Productivity with Smart Tech Integration
Date: Wednesday, April 12, 2017
Time: 2pm ET | 11am PT
In today’s financial landscape, investment firms are experiencing stalled revenue growth, increasing expenses and additional competition from robo-advisors resulting in a margin-squeeze for many companies. Integrating advisor technology tools can help curb these problems and turbocharge efficiency and profitability when evaluated and implemented strategically.
Energize your firm’s productivity with technology by learning evaluation tips that can help increase profitability and gain a competitive edge when selecting the best technology tools to integrate with your existing platforms. Also discover best practices for implementing new software, including how to train employees and the key role of leaders in successful adoption.
Join this complimentary webcast and learn:
- How advisor technology can build revenue and make your firm more competitive
- How technology can help to gain a greater share of clients’ wallets while attracting new, younger clients
- Evaluation tips for selecting new software to promote efficiency
- Best practices for implementing new software
PLUS – download exclusive Aite research illustrating the business benefits of successfully integrating technology platforms.
Shareholders Service Group
Dan is involved in all aspects of managing SSG, which provides high-quality, dedicated services for independent registered investment advisors across the nation serving affluent clients. Specific areas of focus include technology, finance, operations and strategy. Prior to joining SSG, Dan served as Vice President of Advisor Technology Solutions at Charles Schwab & Co., Inc. He began his career at Jack White & Company in 1994.
Director of Strategic Marketing
As Director of Strategic Marketing, Linda leads the firm’s market and product development for the financial services vertical. She’s a frequent speaker on wealth management topics such as workflow automation, digital records management, and compliance with regulatory requirements for the industry. Linda’s background in Organizational Behavior and Program Evaluation has enabled advisory firms to embrace and adopt changes in highly regulated environments and effectively address key industry issues such as SEC and FINRA compliance requirements, and most recently the DOL rule.
Senior Vice President, Central and Southeast Divisional Sales Manager
Matt Erickson is Senior Vice President, Central and Southeast Divisional Sales Manager at Envestnet. In this role, he is responsible for helping advisors leverage the technology tools and resources available through Envestnet’s unified platform and consulting with them on best practices to help scale their businesses. Prior to joining Envestnet, Erickson was a financial advisor, first with A.G. Edwards and then with ABN AMRO. He began his career at Northern Trust.