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How Wealth Management Firms Can Better Connect Content, Process and People

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Date: Tuesday, December 7, 2021

Time: 2 pm ET | 11 am PT

Cost: Complimentary

Sponsored by:

The pandemic accelerated a transformation in the wealth management industry to become more data- and digital-focused. Both internal operations and external client management have to change with the times. Financial services firms are under a great deal of pressure to build a more modern and cloud-driven operational infrastructure to engage with customers and employees. Take a look at how real companies learned and changed in the past year, and consider what you can learn from their decisions and results.

Join this complimentary webcast to discover top digital trends in wealth management and practical tips to help your firm achieve tangible results. You will learn:

  • Trends for managing a remote workforce and operating in a digital workplace
  • How to achieve compliant and scalable operations in a more cost-efficient manner
  • How to ensure business continuity and efficiency during large disruptions

REGISTER NOW! (Not able to attend? We recommend you STILL REGISTER – you will receive an email with how to access the recording of the event)