The pandemic accelerated a transformation in the wealth management industry to become more data- and digital-focused. Both internal operations and external client management have to change with the times. Financial services firms are under a great deal of pressure to build a more modern and cloud-driven operational infrastructure to engage with customers and employees. Take a look at how real companies learned and changed in the past year, and consider what you can learn from their decisions and results.
Join this complimentary webcast to discover top digital trends in wealth management and practical tips to help your firm achieve tangible results. You will learn:
- Trends for managing a remote workforce and operating in a digital workplace
- How to achieve compliant and scalable operations in a more cost-efficient manner
- How to ensure business continuity and efficiency during large disruptions
This event is available for on-demand viewing. If you have previously registered click here to login using the email you registered with.
Linda Ding is Senior 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. Ding was named as “Rising Fintech Star” by PR News as part of its annual Finnies awards. She was also named one of WealthManagement.com’s “Ten to Watch” for 2017. In 2019, Ding received the Outstanding Executive Award by Advancing Women in Technology (AWIT).
Chad Christensen, CPA, is Chief Compliance Officer and Portfolio Manager of Semper Augustus Investments Group LLC, a position he has held since 1998.
As a Portfolio Manager, Chad is primarily responsible for the daily investment operations of Semper Augustus. He supports the investment research process, communicates strategy with clients and manages the trading operation.
As the firm’s Chief Compliance Officer, Chad also oversees the development and documentation of the internal control environment and manages the regulatory process through filings and interaction with the United States Securities and Exchange Commission.
Braden Young is Solutions Engineer for Laserfiche Consulting. Braden’s focus has been working on advanced automated workflow solution design and implementation such as digital account opening process for large RIAs and Independent Broker-Dealers.