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
Vibhaw K. Arya
Chief Operating Officer | Shufro Rose
President & Founder | Nexus Strategy
Director of Strategic Marketing | Laserfiche
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