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      Event

      Celent Webinar | The Next Generation Desktop: Reigniting Advice Delivery

      19 July 2017

      //Celent Webinar | The Next Generation Desktop: Reigniting Advice Delivery

      This event has already occurred

      In this Celent Webinar, Celent Senior Analyst, Will Trout will discuss why advisors must look to the next generation of desktop solutions to meet their client servicing needs. Advisors turn to the desktop to help them keep pace with customer demands and evolving regulatory and product requirements. While CRM systems, financial planning software and custodial systems each compete to own the advisor desktop, none are adequate in themselves.

      If you have any questions regarding registering for this webinar, please contact Andrew Renzella.

      Details
      Industry
      Wealth Management
      Geographic Focus
      Asia-Pacific, EMEA, LATAM, North America