| Sponsor content from Addepar | |
Sponsor content from Addepar |
Web Seminar | | | Envisioning today’s growth plan | | Thursday, Jul 15, 2021 at 2 pm ET / 11 am PT | | 60 minutes |
| Thursday, Jul 15, 2021 at 2 pm ET / 11 am PT | | 60 minutes |
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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
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| Matt Saunders | Product Marketing Manager Addepar | (Speaker) |
| | Cameron Sheehan | Head of Business Development & Account Management Addepar | (Speaker) |
| | Dennis Gallant | Senior Analyst Aite Group | (Speaker) |
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| | David Adler | Wealth Management & Behavioral Finance Expert
| (Moderator) |
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| 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) |
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