2018 FinTech Think Tank
Tech can make your firm more efficient and profitable, but will your staff buy into it?
June 19, 2018 @ 12:00 am
Jessica Liberi discusses ways in which firm leadership can ensure the revolutionary tech they invest in actually gets used by their staff.
More from the Event
In our Breakaway Advisors Guide, you'll learn what it takes to transition to the registered independent advisor sector and how technology can play a role in your success.
This paper explores how leading RIAs have leveraged document management to simplify regulatory compliance, improve profitability and limit exposure to civil and criminal liability—all while accelerating business processes and making staff more efficient.