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How Tech Can Future-Proof Your Firm’s Growth

Session Speakers
Session Description

Why attend:
With the dramatic shift taking place in wealth management, a firm’s growth depends on modern technology. Learn how implementing an integrated and flexible tech solution helps firms, from RIAs to Private Banks, create stronger client relationships, efficiently operationalize their back offices, recruit new talent and achieve exponential growth.

This 30-minute session is scheduled to take place on The Exchange showcase stage. After the session, continue the conversation by visiting our booth in The Exchange. 

 

Additional Information
Showcase Stage Presentation
30m
Session Schedule