Wealthies Circle Podcast: Advisor Digital Transformation with PershingWealthies Circle Podcast: Advisor Digital Transformation with Pershing
Pershing’s Claire Santaniello explains everything you need to know about advisor-oriented digital innovation to achieve progressive and lasting workload results.
February 18, 2021
In this episode, David Armstrong, executive director of content at WealthManagement.com, talks to Pershing’s Claire Santaniello as she explains everything you need to know about advisor-oriented digital innovation to achieve progressive and lasting workload results.
Claire Santaniello
In this conversation, you’ll learn:
How COVID-19 has enhanced Pershing’s digital approach for advisors
How Pershing utilizes a streamlined and paperless workflow for advisors and their clients
E-signature, e-delivery and digital authorizations: Pershing’s technique to digitalize deposits, account openings and maintenance
The role of education in enhancing the advisor-related digital experience
How Pershing’s API integration platform boosts an advisor’s alternative investment and asset network
