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Equisoft

The digital future of distribution – P.S. It's happening now

July 23, 2020 | 11am EDT / 3pm UTC


Distribution is disrupted. Value propositions are being re-created. Transformation timelines are getting pushed up. Join our round table discussion with top North American executives from NAILBA, CAILBA and CLIEDIS to find out how distributors are moving past crisis mode to create a road map through unprecedented change.


Join us as we discuss the following:
  • How automation can overcome social distancing challenges
  • Creating efficiencies using data feeds
  • A new way to crack the advisor compensation code

Register Now

You don't want to miss out.

 

Our Speakers

Michael Williams

President, CAILBA

Tana Sabatino

Implementation Specialist, CLIEDIS

Dan LaBert

CEO, NAILBA

Grace Ata

Vice President, Account Management, Equisoft

 

What You'll Learn In This Webinar:

26-1

Distribution disruption


Reducing physical distancing challenges through automation​.

126

Advisor efficiency


Remove roadblocks--make advisors more effective and efficient using data feeds.

75

compensation plan


How to implement comprehensive commission splitting and same-day payments.

Don't miss out!

Register for this webinar! We will send you the recording even if you can't make it, but you need to register.

 

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