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