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
Listen to the Wealthies Circle Podcast
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