Earn CE Credits - Learn how to leverage CRM software for business expansion in our upcoming webinar!
| | | Build a Growth Stack, Not (just) a Tech Stack |
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| | DATE:
Thursday
November 09, 2023 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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While technology is considered “table stakes” for wealth managers, it’s now all about implementing the right technology to drive productivity and growth. It’s no longer enough to have technology that works well together, but it must also deliver a great client experience.
In order to gain a competitive advantage, growth-minded advisors are seeking solutions that utilize AI for personalized experiences at scale, harness the power of customer data, and streamline back-office tasks. Technology that ultimately supports clients’ evolving needs will attain ongoing benefits.
This webinar will explore:
Wealth managers’ technology needs when it comes to growth and efficiency The importance of having access to real-time data Where intelligent automation can alleviate pain points How to harness the power of CRM software for growth |
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| | | Shannon Rosic - Host Director of WealthStack Content & Solutions WealthManagement.com |
| | | Kristin Letourneau, PhD Vice President, Research Informa Engage |
| | | Michelle Feinstein - Moderator GM/VP Global Financial Services Solutions & Strategy Salesforce |
| | | Alysse Anderson Vice President, Frontline Platforms CIBC |
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| 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. |
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