What are the main challenges facing wealth managers today? Watch as @FactSet's Greg King describes how #digital tools can make advisors more efficient and improve the client experience: https://t.co/1pCFPtJ2WT #DigitalTransformation
How Can Technology Make It Easier? @MoneyGuidePro's Kevin Hughes outlines how technology can improve planning for an advisor's entire book of business: https://t.co/VcPneqyPUS #technology
What's Next on the Digital Journey? Listen as Mike Betz, Director of Channel Management at @SSCAdvent, discusses his thoughts on current and future technology trends: https://t.co/uJmMoFZoqE #technology#trends
. @ActAnalyticsESG CEO Mike Unwin describes the platform his team has built, the buzz around ESG, and conversations at the conference about #diversity and #inclusion: https://t.co/8AvNUSorQY
. @Advicent COO Anthony Stich explains why advisors need to ditch Microsoft Excel and embrace #technology so that they can ultimately improve their practices and elevate the planning they provide to clients: https://t.co/G16lpn8tD6
. @MoxtraHQ's Evangelist Neal Siganporia dives into the growing on-demand economy, how mobile #technology is changing client relationships with their advisors, and how early adopters will inform the next wave of business collaboration: https://t.co/UcGLc2Aslm
Now is the time for advisor technology platforms to be proactive, says @NexusStrategy President Tim Welsh. He weighs in on shopping for fintech: https://t.co/SjZKMGC9Xv
Listen as Kyle Van Pelt, Solutions Manager, @SSCAdvent, discusses how the Black Diamond Wealth Platform provides clients with both innovative technology and operational excellence built on years of experience: https://t.co/IKwctM6DpU #technology
VIDEO: @robertsofia of @SnappyKraken at #T32020 explains how advisors can use technology to scale the human touch and why they need to be deliberately thoughtful. Watch now via @WatchFinTechTV / @AssetTVUS https://t.co/DQdOjCKVjX
No matter what kind of technology you select, it should have a purpose that aligns with your business vision — now and down the line. #BlackDiamond's Chris Cerini explain. #technology
Jen Becher, Senior Director of Implementation and Reporting, discusses #BlackDiamond's implementation methodology to deliver the best client experience. Visit the channel for more: https://t.co/uy8RLym5fr #technology#disruption@SSCAdvent
Did you know? The lifespan of different paper bills varies depending on the denomination of the U.S. currency. Click here for more videos: https://t.co/oU2b6YOFRr #NEWS#Currencies