Earn CE Credit | Break down data silos, boost AI, and deliver smarter, more personalized client experiences

The Hidden Power of Your Data:

Creating Smarter Client Experiences

DATE:
Monday
May 12, 2025

TIME:
2:30 PM ET
11:30 AM PT

Technology should make an advisor’s life easier, but too often, fragmented systems and disconnected platforms create more challenges than solutions.

Join Reed Colley, President of Orion Advisor Tech, and wealthtech expert Jason Pereira as they explore how a strategic data layer can bridge the gaps in integration, enhance AI capabilities, and create a future-proof foundation for your firm. More importantly, learn how a well-executed data strategy directly improves the client experience—providing deeper personalization, faster insights, and more proactive advice.

Key Takeaways:

Unlock the Power of Integration – How to break down silos and boost AI with a unified data layer for advisors and clients
Enhance Personalization & Engagement – See how leveraging your firm’s untapped data can drive deeper client relationships with tailored insights and proactive advice
Reduce Friction, Increase Efficiency – Strategies to improve efficiency and workflows from onboarding to ongoing management
Future-Proof Your Firm – Explore how to lay a data foundation that keeps your firm agile and ahead of client needs

Don’t let disjointed technology hold you back. Unlock your firm’s untapped data to reduce friction, increase engagement, and enhance every step of the client journey.