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

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.

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

Kevin Darlington

General Manager

Head of Broadridge Advisor Solutions

Paul Horrocks

SVP

LPL Business Services

Rose Palazzo

Group President

Envestnet Financial Planning

David Armstrong - Host

Director of Editorial Strategy and Operations for the Wealth Management Group

WealthManagement.com

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.

SPONSORED BY

POWERED BY

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