Digital revolution is impacting the financial services industry and the right technology can help your firm not just survive but thrive. Financial firms across the globe have found themselves managing remote or blended teams and relying more on technology to handle day-to-day tasks, communicate with clients and keep operations running smoothly.
Learn how Connectus Wealth Advisors, part of the international network of Focus Financial Partners, approached their tech stack and other key discussion highlights such as:
- How tech stacks have evolved over the years
- What to avoid when choosing technology partners
- Which tool should sit in the center of your solutions stack
- Key questions to ask your technology provider
- What elements make an ideal tech stack
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Sponsored by
Adrian Johnstone
Co-Founder and President
Practifi
Robin Melnick
Head of Partnerships & Strategic Alliances
Addepar
Amy DeTolla
Chief Experience Officer
Connectus Group LLC
