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Creating a Digital-First Culture at Your Firm

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Session Description

Why attend:
The process of transforming your firm’s operations from reliance on paper-based processes to fully adopting fast, simple, more secure digital workflows can appear confusing and overwhelming at first glance. As a result, many firms may put off their digitization plans, and therefore miss out on the incredible efficiencies they can deliver.  As your trusted partner, we are here to help you navigate this evolution, no matter where you are on your technology adoption journey.

Session details:
Is your firm still relying on paper-based processes? Or has your firm begun transitioning to digital tools, and you’re looking for strategies to accelerate the transformation? We will help you assess where your firm currently stands on the adoption spectrum, and develop a strategy to drive digital adoption at a pace that works for your firm.  No matter how far your firm has progressed in this effort, this session will provide:

  • Tips for using digital tools to complement your client service offering
  • Real-time training options available to help your employees efficiently navigate digital workflows
  • Preview of our new Technology Adoption booth located in the Schwab Center providing additional tips, tricks and resources

Additional Information
Not Eligible for Credit
Technology Education Session
Session Schedule