Editorial Webcast Sponsored by:

The global pandemic has underlined the important need for advisors and firms to strengthen their client experience (CX) and improve their overall digital relationships with clients. To adopt these strategies, advisors should carefully consider the tools they use, including their client portal. The goal is to properly manage clients’ expectations for service, while improving engagement, simplifying clients’ financial lives, delivering the right information at the right time, and providing a strong sense of control and security

Join this complimentary webcast for an overview of current tech trends, important CX terminology, and details on how advisors can improve their CX to incorporate innovations. Advisors will also:

  • Understand the importance of making CX mobile-first
  • Learn some of the best ways to digitally present clients’ financial journey/results to them over time
  • Discover new and dynamic methods of working with portfolio and performance data to create more powerful reports and facilitate client conversations

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Fritz Doug Fritz, CEO and Founder, F2 Strategy, Inc.

Doug Fritz is CEO and Founder of F2 Strategy, Inc, a leading technology and marketing consulting firm to the wealth management industry.

Prior to founding F2 Strategy, Doug was Chief Technology Officer for First Republic Private Wealth Management, senior vice president at Wells Fargo Wealth Management, and a management consultant for KPMG Consulting on Wall Street.

Marshall Julia C. Carreon, Author and Financial Services Tech Executive

Julia C. Carreon joined the technology industry in 1992 and the financial services field in 2001. Carreon is a national speaker on Gen Z; she views this demographic group as the ultimate disruptors and the explosive growth in gaming and Esports as a sign of how consumer behavior is changing.

Marshall Tommy Marshall, Executive Director, University System of Georgia’s FinTech Academy

Tommy Marshall is executive director of the University System of Georgia’s FinTech Academy. Marshall has spent his 20-plus year management consulting career focused on digital financial services and financial technology.

His experience includes payments, banking, capital markets, finance and regulation combined with first-hand knowledge of the Georgia and the global fintech ecosystem.

Widerstedt_Bjorn Bjorn Widerstedt, Vice President of Product Management, Black Diamond

Bjorn Widerstedt is the Vice President of Product Management for Black Diamond within SS&C Advent. He loves to simplify complex problems, find opportunities, and build meaningful products. In this role, he is responsible for Platform Strategy and Management, UX Design, and Product Consulting. Bjorn and his teams innovate closely with clients and partners in order to transform the wealth management space. Working with great people and having fun gets Bjorn excited every day.

Prior to joining Black Diamond/SS&C Advent in 2008, Bjorn spent 4 years playing professional golf on various tours.

Bjorn holds a B.A. in Economics from Northwestern University.