How Smart Workflows Can Help You Serve Clients Virtually During & After the Pandemic
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Live Webinar

How Smart Workflows Can Help You Serve Clients Virtually During & After the Pandemic

Live Webinar

Tue, Jul 14, 2020

2 pm ET | 11 am PT

Event Summary

About Event

Delivering superior client service throughout the wealth management lifecycle is key to business success. However, delivering responsive services and meeting compliance requirements, while keeping costs down, is a challenge for most firms. Especially with the pandemic, you need a way to continue to fully service clients and seamlessly operate, virtually.

Join this complimentary webcast to learn from a successful RIA that has digitally transformed operations to continue to seamlessly service their clients virtually throughout the COVID-19 outbreak. You will leave with insights on:

  • The journey of RIA digital transformation
  • The latest workflow technology updates for RIA businesses
  • Developing a culture of innovation in wealth management

Speakers

  • Vibhaw K. Arya

    Chief Operating Officer | Shufro Rose

  • Tim Welsh

    President & Founder | Nexus Strategy

  • Linda Ding

    Director of Strategic Marketing | Laserfiche

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