Financial Planning’s INVEST
Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
12 - 13 June 2023
New York, New York, United States
Financial Planning’s INVEST will help decision-makers at wealth management firms understand how new technology can improve advisor efficiency and effectiveness. Advisors will also learn how to better utilize technology to improve client interactions, investment strategies and other practice and client management skills. All INVEST attendees will leave with a clearer sense ofhow they can help their businesses grow. Ashley Longabaugh will discuss her research, Digitizing for Impact: Putting the Wealth Management Client at the Center of Client Onboarding.