On-Demand Web Seminar  Accelerating advisor productivity with intelligent technology

Hosted by On Wall Street

Digital technologies are transforming the wealth landscape and providing digitally- savvy wealth management firms with better tools and better data to deliver more holistic based planning and advice. But, with the growth of innovation comes increased fee-compression and lower margins, threatening the traditional role of advisors. To help advisors survive and thrive in the digital world, wealth and investment management firms must execute a cohesive and integrated digital transformation now. Join our webinar to see how cutting-edge advisor solutions are breaking down technology barriers and get an in-depth look at the interconnected technologies that are creating new business opportunities for financial advisors.

In this on-demand webinar, we’ll discuss:

  • The new and existing business challenges financial advisors face
  • 6 interconnected technologies that will reshape how financial advisors do business
  • How APIs help advisors see a complete picture of an investor’s situation
  • How AI-powered solutions drive advisor productivity and back-office efficiency
  • Recommendations for linking technology investments to business challenges
Vijay Raghavan
Senior Analyst
Forrester
(Speaker)
Colby Payne
Vice President,
Product Management
Envestnet | Yodlee
(Speaker)
Mike Sisk
Contributing Editor
American Banker
(Moderator)

Sponsor Content From:

Envestnet | Yodlee

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