Join this session to understand:

►The importance of mainstreaming values-based investing and connecting people's values to their money at scale

►How data points enable individual investors to shift their investments in real-time, swaying corporations to act accordingly to investor values

►How "the third way" can be a triple-win for companies, employees, and their customers and will serve as a framework for the future of fintech innovation to improve wealth management advisory and investment practices

Learn the tricks of the trade for keeping your firm compliant in these areas:

►Document storage

►File sharing

►Social media compliance

►Website compliance