Sponsored By

WealthTech

Orion’s Eric Clarke Tackles the Tech Integration ChallengeOrion’s Eric Clarke Tackles the Tech Integration Challenge

Hear how Orion is creating an integrated technology experience designed to power growth and efficiency.

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

March 20, 2023

 

Lack of integration has become a common complaint among advisors. In fact, 57% of advisors cite a lack of integration between their core applications as their biggest technology pain point. Eric Clarke, CEO of Orion Advisor Services, is on a mission to address this challenge. Hear how Orion is successfully creating an integrated technology experience designed to power growth and efficiency.

Watch More WealthStack TV

THE FUTURE OF WEALTH MANAGEMENT IS DIGITAL, and cutting-edge technology is powering a new generation of growth-minded advisors. Find out more at WealthStack.

About the Author

Shannon Rosic - Moderator

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

See more from Shannon Rosic - Moderator