Accelerate! Wealth Management Personalized Advice and Services
Recorded March 9th, 2021
Join us as we explore how firms are innovating to enhance workstations and portals to deliver holistic and personalized advice and service. Be sure to tune in as we discuss top trends from this year’s submissions and announce our Model Wealth Manager Award 2021 winners.
2021 Themes:
- Data, analytics, and client advisor journey
- Workflow optimization
- Path to scalability
The session includes sponsored presentations from EY, Virtusa, and Comarch.
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