Unlocking Success: Your Path to Enhanced Wealth Management through Digital Transformation.
| | | Empowering Wealth Management: Mastering Tech Modernization at Scale |
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| | DATE:
Monday
September 11, 2023 |
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| | TIME:
4:15 PM ET
1:15 PM PT |
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In today’s rapidly changing environment, wealth management firms must prioritize investing in digital technology platforms and tools that will boost revenue and enhance client engagement. But embarking on a digital transformation journey could be a daunting project for a firm. This webinar will offer a deep dive into the key steps that firms and advisors can take today to jumpstart and accelerate their digital transformation. Over the course of the discussion, we will explore the following topics:
Why change is now table stakes Next-gen tech tools for greater profitability and client engagement Creating a personalized approach to digitally transform your firm Evaluating current tech stack and needs Assessing readiness and prioritization Considering pace and scale of the transformation (small steps vs. full overhaul) |
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| EARN CE CREDIT |
Hear a case study where a client will share their approach and experience, what benefits were gained, lessons learned, as well as some of the best practices. You’ll walk away with a plan to tackle transformation in an approachable way. | CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
| | Featured Speakers | | |
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| | | Alicia Rich - Moderator Head of Digital Client and Advisor Enablement Broadridge Financial |
| | | Kevin Darlington General Manager Head of Broadridge Advisor Solutions |
| | | Paul Horrocks SVP LPL Business Services |
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| | | Rose Palazzo Group President Envestnet Financial Planning |
| | | David Armstrong - Host Director of Editorial Strategy and Operations for the Wealth Management Group WealthManagement.com |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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