If you have trouble viewing this email, read the online version | Add to Safe Sender List
 


 

 

 
REGISTER NOW
 
 

Client Experience

 

HOST

Vaneet Grewal
Managing Director, Financial Services

Box

 

Wednesday

July 27, 2022

2:00 PM ET

11:00 AM PT

 

 

 

 

Welcome to Digital First Future

 

The future of wealth management is a digital connected journey, creating interactive wealth experiences for clients and advisors. As the demand for seamless customer experiences grows, so do the security and compliance risks. 

 

Join us on July 27th, 2022 at 2pm ET to learn about trends in the industry, security & compliance considerations, and how content is central to the future of wealth management. 

 

In this webinar you will learn about:

  • How the future of Wealth Management will adapt to a digital first experience.
  • The importance of maintaining security & compliance for content throughout the customer experience.
  • How the Box Content Cloud is addressing the macro technology trends around driving digital engagement along with managing risk and operational efficiencies.

 

REGISTER NOW

 

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

 

 

 

PRESENTER

Aaron Levie

CEO and Founder
Box 

 

 

 

SPONSORED BY:
logo

 

  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.
 

 

  Twitter Facebook LinkedIn    

 

  sponsors  
 

Periodically, WealthManagement.com will inform you of special events, products and other offers that we believe you will find helpful in your business or career. To STOP receiving promotional e-mails from WealthManagement, please click here.

WealthManagement | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158 | Privacy Statement