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The Modern Advisor: Boost Productivity by Leveraging Technology Integrations

Session Speakers
Session Description

Why Attend
Hear from an advisor who is leveraging integration with Schwab and other technologies to streamline operations and boost productivity within his practice, all through real life workflow examples. 

Session Details
Are you taking full advantage of your firm’s technology investment? Leveraging integration capabilities available in many modern systems can save you time and streamline your workflows and operations. You’ll hear from an advisor whose firm has worked to get the most out of its tech spend. He’ll share his experiences of assessing, designing, and delivering creative workflows that leverage multi-technology integration to truly boost office productivity. By attending, you’ll gain:

  • Perspectives on how to better leverage your technology integrations
  • Understanding of common workflows that can benefit from integration
  • Details on Schwab and partner solutions to explore in The Exchange

Additional Information
Not Approved for Credit
Technology Education Session
30m
Session Schedule