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