Hear industry experts discuss the recent trends influencing technology buying and share tips that can set you up for success.
| | 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, The growing trend pre-pandemic to leverage technology for greater business efficiency has only accelerated. Legacy systems proved ill-equipped to adapt to the more virtual environment that emerged in response to Covid-19. Industry leaders and smaller practices alike no longer view advanced technology as a luxury, but rather as a clear necessity. Unfortunately prioritizing technology still doesn’t make the buying decision easy. Join us online on July 15 to hear industry experts discuss the recent trends influencing technology buying and share tips that can set you up for success. Get answers to key questions:
What does client engagement mean in a post-pandemic world? How do you scale your firm’s value prop? Where’s the balance between scalability and customization? What role should technology play in handling wealth transfer 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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