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Go With the Flow: Leveraging Data Integrations to Create Efficient Workflows, Enhance the Client Experience, and Boost Productivity

Session Speakers
Session Description

Why attend:
Learn how you can leverage Schwab’s integration with 3rd party technologies to enhance your firm’s efficiency. From rich data to key workflows, we will demonstrate integration with leading technology tools used by advisors that save you time and enhance your client’s experience.

Session details:
Now more than ever, adopting digital workflows is critical to drive efficiency, scale your business, and meet the high service expectations of today’s clients.  Schwab is committed to consistently investing in new integration capabilities with leading technology providers to support you in this effort. In this session, learn everything you need to know to take full advantage of this investment:

  • An overview of the various integration options that are currently available
  • Real-life examples of  how these capabilities help you streamline operational tasks, dramatically reducing processing time--in some cases, from days to minutes
  • A review of recent enhancements and a roadmap for future integrations

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