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Growing Firms: The Evolution of Technology, Operations, and the Client Experience - An Advisor Panel

Session Speakers
Session Description

Why Attend
Find out from a panel of pioneering advisors how they tackle the continual challenges of keeping up with evolving technology, generating operational efficiency, managing rising client expectations, and safeguarding against cybersecurity threats.  

Session Details
Are you making a herculean effort to keep pace with the ever-increasing demands of maintaining your firm? As firms grow organically and through acquisition, they face technology and operational challenges. A panel of advisors who’ve “been there, done that” will share their experiences of modernizing technology, scaling the back office to increase efficiency and reduce fraud, and elevating the client experience. You’ll also learn how Schwab’s technology solutions are addressing these issues to help your firm grow. Gain:

  • Perspectives on how to evolve your technology platforms
  • Understanding of how client and employee experiences will change when you adopt digital solutions for the back and middle office
  • Heightened awareness of what technology capabilities to consider
  • Details on Schwab and partner solutions to explore in The Exchange

Additional Information
CPE-1.5 hrs
Education Session
1h 15m
Session Schedule