Available On-Demand

Cost: Complimentary

Editorial Webcast Sponsored by:

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Financial advisors have numerous opportunities and challenges when it comes to embracing new technology for working with clients, managing portfolios and growing their businesses. At the same time, firms are facing compliance burdens, rising expenses and other hurdles. With many complex options, how should they prioritize their use and upgrades of technology? Advisors should consider adding comprehensive solutions to their practices, and tools that will best support the advisory firm of the future.  Hear about the latest innovations in communication, customer experience (CX), data, customer relationship management (CRM), planning, reporting and other tools.

Join this complimentary webcast to discover cutting-edge tools, technology and resources that can help advisors. You’ll learn:

  • How the latest technology can improve your advisory firm overall, as well as your client experience and business results
  • Why the latest innovations in social media, turnkey asset management platforms, CRM, CX and other resources should be integrated into your overall wealth management business
  • Helpful ways to support clients via user-friendly technology, including tools focused on communications, report generation and analytics
  • And more!

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

Brian Bichler | Head of Platform Experience | Atria Wealth Solutions

Brian is Head of Platform Experience at Atria Wealth Solutions. He specializes in developing digital platform experiences and providing financial professionals and their clients with innovative, unified platforms that blend core wealth management capabilities with support, training and communications.

Brian has more than 20 years of experience in the financial services. Before joining Atria, Brian held various executive positions, including Director of Platform Strategy at Morgan Stanley, Chief Information Officer of Wealth Management at Zions Bank, and Head of Advisor and Marketing Platforms at Morgan Stanley. Brian has a demonstrated ability to build award-winning platform experiences across financial professional and marketing platforms to increase practice revenue, improve business efficiencies and strengthen client loyalty.

Brian received a Bachelor of Science in Finance from University of Utah.

Sindhu Joseph, Ph.D. | Co-Founder and CEO | Cognicor

Sindhu is co-founder and CEO of CogniCor, the Digital Assistant platform based on knowledge graphs used by leading financial services businesses for transforming customer engagement. She is based in Palo Alto, California and drives CogniCor’s vision to provide a thinking, talking face to every business. She holds a Ph.D in AI and is inventor of 6 US patents and is the author of several leading journal publications in AI.

CogniCor, created out of her Ph.D, which combines traditional inductive AI with advanced deductive AI and reasoning to offer a unique digital assistant platform built for business teams in the financial services industry.

She heads a global team of engineers and researchers, and loves trekking, reading and exploring the innate elegance of natural intelligence in her free time.

Elizabeth Pavlik | Senior Vice President of Product Strategy | Docupace Technologies

Elizabeth is senior vice president of product strategy at Docupace Technologies, the provider of innovative solutions that digitize and automate operations in wealth management. Based in Montpelier, Vermont, Elizabeth has brought to market an end-to-end wealthtech ecosystem that strategically integrates cost, quality and efficiency. She holds a Bachelor of Science in Information Technology from UC San Diego and has served in leadership positions at New York Life Insurance Company and National Life Group.

At Docupace, Elizabeth has collaborated with clients Allstate, Transamerica Financial Advisors, Advisor Group and RBC Wealth Management to dramatically transform the advisor and investor experience. Docupace currently serves more than 100 enterprise clients representing $2 trillion in AUM.

Greg Waters | Strategic Account Executive | Bill.com

Greg is a strategic account executive at Bill.com, a leading provider of digital payment solutions for small to enterprise business, accounting professionals, wealth management firms, RIAs, and family offices. He holds a Bachelor of Science in Communications from Arizona State University and has spent the last 7+ years helping accounting professionals deliver value to their clients through measurable time and cost savings. When he’s not helping firms save 50% of time on bill pay, you can find him on the golf course working on his backswing.