It’s no secret that digital transformation is more than underway in wealth management, however, most advisory firms are way behind the curve, saddled with creaky, manual and paper-based processes. As we know, wealth management is a client-focused industry, and the client experience is rapidly becoming one of the key differentiators for advisors and their firms. Currently, advisors are spending a significant amount of time on paper-based operational processes that negatively affect the client experience. Many firms are looking to deploy cloud-driven technologies that streamline manual operations using intuitive electronic forms, automated workflows and quick access to client files in a secured, organized repository.
Join this complimentary webinar to discover how a low-code approach can accelerate digital transformation in wealth management and enhance client experiences. You will learn:
- Trends for implementing technologies using a low-code/no-code approach
- How to give advisors time back to focus on client engagement by automating operational processes while achieving SEC- and FINRA-compliance
- How to jumpstart your business processes with pre-built solution templates and workflows
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Timothy D. Welsh, CFP®
CEO and Founder
Nexus Strategy, LLC
Justin Pava
Director of Product Management
Laserfiche
David H. Lenok – Host
Senior Editor
WealthManagement.com
