Cultivate Digital Wealth Management Success through Automation
Thursday, May 11th, 2017
2:00 PM ET / 11:00 AM PT
Mega trends continue to impact the wealth management industry. Trends such as new digital competition, increasing compliance standards, fee pressures, and an aging advisor population. What is needed to stay ahead of the curve and ensure a culture of success for firms in the coming years?
A solid foundation will instill future success, scalability and growth. Join technology experts from Laserfiche as they pave a digital transformation roadmap and demonstrate how automated digital operations enable better client services and firm efficiency. Explore industry trends and see how one successful RIA/BD firm has navigated the changing tides during a live case study.
Join this complimentary webcast to learn and receive:
- Digital transformation roadmap
- Best practices for digital automation
- How implementing firm-wide paperless operations contributes to growth
- How to leverage technology to accelerate client service delivery
- Why automating key business processes ensures compliance and efficiency