RESTREAM
"Optimize Your Client Engagement"
GUEST SPEAKER
Jimmy Wilkes
Product Manager
AssetBook
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UPCOMING LIVE SUMMITS
APRIL 28
APRIL 29
MAY 25
MAY 26
Financial Planning
"Wealth Accumulation for
Financial Wellness"
Portfolio Management
"The Next Chapter in Portfolio Management"
OpsTech
"Digitizing
Your Operations"
PlatformTech
"Optimizing Systems Architecture"
Client Engagement
"1:1 Digital
Marketing for
Proven ROI"
Data Management
"Better Data Through Better Document
Management"
MarTech
"Recruitment
Marketing
Automation"
DataTech
"Artificial
Intelligence & Data Analytics"
Portfolio Management
"Innovations in Portfolio Insight & Rebalancing"
Risk Management
"Implementing Better CyberSecurity Controls"
PEER -TO -PEER
"Building a Platform that Attracts Advisors"
PEER-TO-PEER
"Avoiding the Pitfalls of Vendor Management"
PEER-TO-PEER
"Building Client Value with an Integrated TechStack"
PEER-TO-PEER
"Best Practices for Using Tech in Your Practice"
RegTech
"Using Machine Intelligence to
Streamline Reviews"
Customer SuccessTech
"The Ideal
Success Tech Stack"
Data Management
"Using CRM as Your Golden Source of Data"
Business Process
"Harvesting the Benefits of NextGen Smart Forms"
WealthTech
"Turn-key Asset Management Solutions"
InsureTech
"Life Insurance & Annuity Processing Solutions"
Risk Management
"Solving for Reg BI Compliance
with Tech"
Client Engagement
"Reaching New Clients with End-to-End Marketing"
Business Process
"Digital vs. Paper: The Pandemic
Shift"
Financial Planning
"New Era
Education Funding Strategies"
