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.