From June 12, 2023 until June 13, 2023
At New York - New York Hilton Midtown, New York, USA
Posted by Canton Fair Net
https://conference.financial-planning.com/invest
Categories: Banking & Finance
Hits: 2282
Empowering your employees with the right technology will drive growth. You won't find these insights and ideas anywhere else. Benchmarking success. Automatization and self-service. This year's key speakers are introduced. Take a look inside INVEST. Tell your manager why it is important that you attend. An incubator for insights.
Financial Planning INVEST helps wealth management firms to understand how new technologies can improve advisor efficiency. Advisors will learn how to use technology to improve client interaction, investment strategies, and other skills related to practice management and client management. All INVEST participants will have a better understanding of how to help their business grow.
Consider benchmarks to help you optimize your practice workflow by combining traditional wealth management and technology.
Explore solutions to reduce the manual work for advisors, and provide clients with answers quickly to their basic questions.
Learn how to avoid the commoditization and gain market share by attracting new investors.
Share our justification letter with your manager to explain how the event will benefit your company and you.
INVEST features engaging demos and interactive panels, as well as insightful keynotes. It is carefully curated to create powerful conversations and connections. INVEST is the only conference that bridges wealthtech with investment services. You'll be able to explore topics that are relevant to your firm, from practical implementation to strategic impact.