Automate or Die – The New Actuality for Wealth Administration Companies

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It’s no secret that digital transformation is greater than underway in wealth administration, nonetheless, most advisory corporations are manner behind the curve, saddled with creaky, guide and paper-based processes. As we all know, wealth administration is a client-focused trade, and the consumer expertise is quickly changing into one of many key differentiators for advisors and their corporations. At the moment, advisors are spending a major period of time on paper-based operational processes that negatively have an effect on the consumer expertise. Many corporations need to deploy cloud-driven applied sciences that streamline guide operations utilizing intuitive digital kinds, automated workflows and fast entry to consumer information in a secured, organized repository.

Be a part of this complimentary webinar to find how a low-code strategy can speed up digital transformation in wealth administration and improve consumer experiences. You’ll study:

  • Tendencies for implementing applied sciences utilizing a low-code/no-code strategy
  • give advisors time again to deal with consumer engagement by automating operational processes whereas reaching SEC- and FINRA-compliance
  • jumpstart what you are promoting processes with pre-built answer templates and workflows

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Sponsored by



Timothy D. Welsh, CFP®

CEO and Founder

Nexus Technique, LLC


Justin Pava

Director of Product Administration



David H. Lenok – Host

Senior Editor



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