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Date: Tuesday, July 14, 2020 Time: 2 pm ET | 11 am PT Cost: Complimentary Sponsored by: Laserfiche 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:
Speakers: Vibhaw K. Arya | Chief Operating Officer | Shufro Rose Tim Welsh | President & Founder | Nexus Strategy Linda Ding | Director of Strategic Marketing | Laserfiche |
