In today’s rapidly changing environment, wealth management firms must prioritize investing in digital technology platforms and tools that will boost revenue and enhance client engagement.
But embarking on a digital transformation journey could be a daunting project for a firm. This webinar will offer a deep dive into the key steps that firms and advisors can take today to jumpstart and accelerate their digital transformation.
Over the course of the discussion, we will explore the following topics:
- Why change is now table stakes;
- Next-gen tech tools for greater profitability and client engagement;
- Creating a personalized approach to digitally transform your firm
- Evaluating current tech stack and needs
- Assessing readiness and prioritization
- Considering pace and scale of the transformation (small steps vs. full overhaul)
Hear a case study where a client will share their approach and experience, what benefits were gained, lessons learned, as well as some of the best practices. You’ll walk away with a plan to tackle transformation in an approachable way.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Alicia Rich - Moderator
Head of Digital Client and Advisor Enablement
Broadridge Financial
Kevin Darlington
General Manager
Head of Broadridge Advisor Solutions
Paul Horrocks
SVP
LPL Business Services
Rose Palazzo
Group President
Envestnet Financial Planning
David Armstrong - Host
Director of Editorial Strategy and Operations for the Wealth Management Group
WealthManagement.com
