Go above and beyond with meeting clients needs.
| | Sponsor Content from M-Files | |
| Sponsor Content from M-Files |
| Hello Voornaam, In the wake of the COVID-19 pandemic, the wealth management industry is facing tremendous pressure to innovate their services while navigating a challenging economic environment. By gaining a deeper understanding of how to deliver better client experiences through digital transformation, including AI, your firm can go above and beyond with meeting their needs while standing out among the competition. In this webinar, wealth management experts discuss how to:
Inspire innovation at your wealth management firm Automate and improve decision-making processes Efficiently prepare for the Great Wealth Transfer Drive overall productivity and collaboration |
| | Yohan Lobo | Industry Solutions Manager, Financial Services
M-Files | | (Speaker) |
| | | Shane Reid | Co-Founder and Director
Umlaut Solutions | | (Speaker) |
| | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Moderator) |
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| | Yohan Lobo | Industry Solutions Manager, Financial Services
M-Files | | (Speaker) |
| | | Shane Reid | Co-Founder and Director
Umlaut Solutions | | (Speaker) |
| | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Moderator) |
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| | NASBA CPE Credit is being offered for this webinar.** | | SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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| | NASBA CPE Credit is being offered for this webinar.** | | SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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| ** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This web seminar is not approved for IRS CPE Credit. |
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New York, NY 10004 |
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