Find out why new technology should be part of your growth plan
| 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 | | |
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 | | 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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