Celent Webinar | Flying High Again: Overcoming Barriers to Advisor Productivity

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18 June 2019
Webinar: 8:00 AM San Francisco | 11:00 AM New York | 4:00 PM London, United States

Incomplete and poorly integrated workflow processes constitute a fundamental barrier to advisor productivity. The optimization of these processes, and digitization of platform workflow in particular, is important because it attacks head-on the challenge facing wealth management today.

How does the industry go from a focus on accounts and products to managing client progress to goal? Join Celent Senior Analyst, Will Trout to find out!


This webinar is Client Only. Registration will close at 9:00 am ET on June 18, 2019. If you have any questions regarding registration, please contact Steve Silhan at ssilhan@celent.com.

Event details

Primary Filters
Securities & Investments, Wealth Management
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America
Format
Webinar