How to make your wealth management practice more efficient

Brought to you by

We know no two firms are alike, and so how can the solutions to make advisors more efficient all be the same? They can’t. The benefits of digital transformation solutions are widely known, and yet financial professionals struggle to find compatible solutions for their operations. The industry should be looking to learn from the few wealth professionals who have crossed the automation bridge successfully to become more efficient.

In this webinar that aired live on Thursday, August 26 at 12 pm ET, automation specialists, financial technology consultants, and advisors will come together to discuss the complex considerations needed to leverage technology for more efficient wealth management practices.

Advisors and Other Wealth Professionals Will Learn:

• How to prepare their teams for digital transformation
• Necessary steps to de-risk the process and select a technology partner
• Best practices for working with their desired implementation specialist(s)

Moderated by:
Wojtek Dabrowski, Managing Partner, Provident Communications Inc.

Presented by:
Frederic Beland, Chief Operating Officer, PBY Capital
Raphael Bouskila, President and CEO, Mako Financial Technologies
Marisa Pazder, Portfolio Manager, Gold Investment Management

* Note: The CE Corner team will be applying to FP Canada, IIROC, and The Institute for continuing education credits. CE accreditation is powered by CE Corner. You will receive an email notification when your CE certificate is ready, which can take up to 4-6 weeks after attending the live webinar.

About the moderator

Wojtek Dabrowski

Managing Partner, Provident Communications Inc.

About the speakers

Frederic Beland

Chief Operating Officer, PBY Capital

Raphael Bouskila

President and CEO, Mako Financial Technologies

Marisa Pazder

Portfolio Manager, Gold Investment Management