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Empowering Wealth Management:

Mastering Tech Modernization at Scale

DATE:
Monday
September 11, 2023

TIME:
4:15 PM ET
1:15 PM PT

DURATION:
60min

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)

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.

Hundreds of your peers have already RSVP'd. Will you be joining us as well?

✔️ YES, I'll see you TOMORROW at 4:15 p.m. EDT!

❌ Not available tomorrow, but send me the recorded version!

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been applied for and are pending approval.

Featured Speakers

Alicia Rich -Moderator

Head of Digital Client and Advisor Enablement

Broadridge Financial

David Armstrong - Host

Director of Editorial Strategy and Operations for the Wealth Management Group

WealthManagement.com

Kevin Darlington

General Manager

Head of Broadridge Advisor Solutions

Paul Horrocks

SVP

LPL Business Services

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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