How Smart Workflows Can Help You Serve Clients Virtually During & After the Pandemic

Overview

Date: Tuesday, July 14, 2020

Time: 2:00pm ET | 11:00am PT

CostComplimentary

Brought to you by:

Delivering superior client service throughout the wealth management lifecycle is key to business success. However, delivering responsive services and meeting compliance requirements, while keeping costs down, is a challenge for most firms. Especially with the pandemic, you need a way to continue to fully service clients and seamlessly operate, virtually.

Join this complimentary webcast to learn from a successful RIA that has digitally transformed operations to continue to seamlessly service their clients virtually throughout the COVID-19 outbreak. You will leave with insights on:

  • The journey of RIA digital transformation
  • The latest workflow technology updates for RIA businesses
  • Developing a culture of innovation in wealth management

REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access the recording of the event)

Speakers:

Vibhaw K. Arya | Chief Operating Officer | Shufro Rose

Vibhaw K. Arya is Shufro Rose’s Chief Operating Officer and previously served as the firm’s Head of Operations and Information Technology. Vib has spent over 20 years within the investment management industry, having held increasing levels of responsibility for technology and operations management, project management, strategy & transformational change and business administration. Vib received his B.A. in Computer Science from New York University’s College of Art & Sciences and his M.B.A. with concentrations in Finance and Organizational Management from New York University’s Leonard N. Stern School of Business.

Tim Welsh | President & Founder | Nexus Strategy

Tim is President and Founder of Nexus Strategy, LLC, a consulting firm to the wealth management industry. Nexus Strategy works with investment advisors on growth strategies and partners with financial services and technology firms to distribute products and services through the advisor channel. Prior to founding Nexus Strategy, Tim held leadership positions for Schwab Advisor Services and Merrill Lynch. Tim holds the Certified Financial Planner, CFP® designation and is an active member of the Financial Planning Association (FPA), serving in a leadership role on a number of task forces, committees and as a past elected member of the National Board of Directors.

Linda Ding | Director of Strategic Marketing | Laserfiche

Linda Ding is Director of Strategic Marketing for Laserfiche, a global enterprise content management software development company. In her role, she focuses on technology trends affecting highly regulated industries, including workflow automation, digital client experience, and data analytics. She speaks frequently at industry events on issues surrounding client onboarding, compliance with regulatory requirements and integration strategies. She holds B.A. degrees in Economics and Cognitive Science from UC Berkeley and an M.A. degree in Organizational Behavior and Program Evaluation from Claremont Graduate University.