As 2022 winds down and we look to the next year, it's no secret that the market downturn will carry and extend through to 2023. In tough market conditions, there's a tendency for advisory and wealth management firms to lose sight of the future in favor of focusing on the here and now - especially when it comes to investing in people and technology.
While getting through a recession is important, how firms use this period of time is just as crucial. Join us for this live panel session to see how the right technology partners can help firms build an evergreen client and advisor experience.
Learn how:
Technology can drive greater efficiency and client engagement during leaner times
The advisor experience impacts the client experience
Advisors can proactively engage and support clients amidst market volatility
Industry tech leaders are supporting firms and focusing on the client experience
