If you have trouble viewing this email, read the online version.

Optimizing the Client Journey: A New Approach to Technology Strategy

Thursday, February 27, 2020 | 2:00 pm ET / 11:00 am PT

PRESENTER:
Timothy D. Welsh, CFP^®
President
Nexus Strategy, LLC

PRESENTER:
Linda Ding
Director of Strategic Marketing
Laserfiche

MODERATOR:
David Armstrong
Editor-in-Chief
WealthManagement.com

Delivering superior client service is a key differentiator for human advisors that will only become more important as disruptive technologies such as robo-advisors become more prevalent.

Despite this fact, the advisory industry still remains behind the curve when it comes to deploying technology to improve the client experience (CX).

Join this webinar to hear from two industry veterans discussing the client journey as a framework for developing a technology blueprint for enhancing service delivery, driving client satisfaction, which results in more referrals.

During the webinar, Tim and Linda will also share the recent WealthManagement.com CX survey results and review immediate opportunities through technology that advisory firms can identify to achieve business growth.

Approved for 1 CE credit towards the AEP® designation

SPONSORED BY:

Not able to attend? Register anyway! Archived versions of WealthManagement.com webinars are available to watch On Demand shortly after broadcast. You will receive an email with login instructions as soon as the replay is available.

Periodically, WealthManagement 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