Celent Webinar | The Next Generation Desktop: Reigniting Advice Delivery

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19 July 2017
10:00 AM New York | 3:00 PM London

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.

Event details

Sector
Securities & Investments, Wealth Management
Location
Asia-Pacific, EMEA, LATAM, North America
Format
Webinar