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
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
