Find out why new technology should be part of your growth plan
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financialplanning Sponsor content from Addepar Addepar
Web Seminar
Envisioning today’s growth plan
Thursday, Jul 15, 2021 at 2 pm ET / 11 am PT 60 minutes
REGISTER NOW
Hello Voornaam,

While the transition towards incorporating technology in business operations to improve speed and efficiency predates Covid-19, digital transformation has accelerated rapidly during the pandemic.

With Covid-19 revealing the inadequacy of legacy systems to cope with a more virtual world, firms no longer see technology as a luxury to be implemented at some point, but as a vital necessity now.

In this webinar, find out from a panel of industry experts:

  • Why it’s essential to prioritize technology spending in your growth plan
  • What the recent trends are that are influencing technology buying decisions
  • How to find the balance between scalability and customization
  • What the role of technology should be in transferring wealth to the next generation
KEY PRESENTERS
Matt Saunders
Product Marketing Manager
Addepar
(Speaker)
Cameron Sheehan
Head of Business Development & Account Management
Addepar
(Speaker)
Dennis Gallant
Senior Analyst
Aite Group
(Speaker)
David Adler
Wealth Management & Behavioral Finance Expert
(Moderator)
REGISTER NOW
 
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