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Equisoft

Getting Past Uncertainty: How Distributors & Broker-Dealers Can Thrive In The New World

On-Demand Webcast


Remote work. Market volatility. Operational challenges. Yesterday's wish list for digital transformation has become today's set of requirements. Join Equisoft and Celent to learn how distributors and broker/dealers can position themselves today to take advantage of the reopening and resurgent growth that will come.


Join us as we discuss the following:
  • Communication best-practices/challenges
  • Leveraging technology to reduce costs & improve operational efficiency
  • The new value proposition – leveraging data, analytics and automation to support advisors post-disruption 

Register Now

You don't want to miss out.

Session Partners

celent Radius-Financial-Education-logo-compressor FMFD_logo CIFP-compressor
 

Our Speakers

Anthony Stockley

Vice President, Wealth Solutions Canada, Equisoft

William Trout

Head of Wealth Management, Celent

Shawn Gillespie

Vice President, Wealth Solutions USA, Equisoft

 

What You'll Learn In This Webcast:

70

Modern Strategies


Strategies for reducing costs, optimizing effectiveness, increasing efficiency.

136 (1)

Analytics & intelligence


Jumpstarting analytics capabilities and pushing intelligence out to advisors.

26 (1)

What’s next


Defining a new distributor value proposition for advisors.

Don't miss out!

Watch the webcast! Learn how distributors and broker/dealers can position themselves today to take advantage of the resurgent growth that will come.

 

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