Propel 2018

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24 - 25 October 2018
Charlotte, NC, United States

Thank you to the more than 50 attendees who joined us in our own 'backyard,' Charlotte, NC, for our second annual in-person user group meeting late last month. Representatives from 13 of our client and partner organizations participated in Propel 2018 and provided invaluable feedback to our product and client service teams. We truly appreciate the candid input and all we learned from our customers throughout the event.

The day and a half event was full of exciting sessions and presentations, with diverse topics, including IFS tables, best practices in UI/UX, digital enablement, advisor onboarding and more. We were able to share and shape our product roadmap based on input from our clients. Of course, a highlight was hearing our customers share and collaborate on the unique and exciting ways they are using our platform. Daniel Aguillon, VP of Digital Platforms at Advisor Group, and the team at Fresh Consulting were kind enough to share some of the work they are doing together with us to facilitate digital enablement through design and technology. This year, for the first time, we welcomed two sponsors to our user group. A big thanks to VTX, LLC, and Fresh Consulting for supporting Propel!


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Event details

Capital Markets, Wealth Management
Geographic Focus
North America