What the Future of Wealth Management Technology Means for Advisors


Date: Wednesday, October 14, 2020

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Editorial Webcast Sponsored by: 

Technology, such as artificial intelligence, continues to revolutionize the financial advice business, letting you process larger amounts of data to get better analysis. These rapidly changing resources also can positively impact how you generate client reports and communications, business performance measurements/tracking, and other areas of practice management.

Join this complimentary webcast to sort through the complexity of wealth management technology, as well as identify key ways tech changes affect client-facing (front office) and advisor business-focused (back office) processes. Experts will also:

  • Increase your understanding of the main technology trends affecting the financial-services industry and your practice

  • Help you better grasp the ways new analytical tools can boost your business performance and potential

  • Clear away some of the mystery so you can move ahead with innovations that promise beneficial transformation and an improved ability to help investor clients

Register Today!