T3 Enterprise 2018

Joel Bruckenstein: Tech innovations you can't afford to ignore

October 30, 2018 | Runtime: 3:30

AI, chatbot, big data and cyber-security enhancements were top of mind at the annual T3 Enterprise Conference. Joel Bruckenstein takes us for a quick tour.

Envestnet's Hamer: Using technology to create client-centric relationships

October 30, 2018 | Runtime: 2:09

Advisers today need to make the client the center of everything. But how can you do this while still scaling your practice? Daniel Hamer of Envestnet has the answer.

Envestnet's Wood: The impact of technology on client satisfaction and adviser productivity

November 01, 2018 | Runtime: 3:07

How can you create more engaged clients while still driving a more productive practice? Blake Wood of Envestnet offers some strategies for success.

How to have conversations about risk in a bull market

November 01, 2018 | Runtime: 1:46

Bad news: your clients haven't seen a real correction since 2009. The reason this is bad news? It has made it harder to explain risk. Aladin Abughazaleh talks about how to have a risk conversation when markets are performing well.

Advicent's Stich: The third wave of financial planning

November 01, 2018 | Runtime: 3:24

As financial planning and holistic planning continues to evolve, what can you do stay ahead of the curve? Advicent's Tony Stich has the answer.

RobustWealth's Kerins: The digital advice evolution is coming

October 30, 2018 | Runtime: 3:16

Digital advice is changing rapidly. But what does this mean for you and your practice? How should you adapt? Mike Kerins of RobustWealth offers some critical insights.

Advicent's Burmeister: A simpler approach to custom client experiences

October 30, 2018 | Runtime: 1:44

The advice you are providing to clients needs to be immediate, up-to-date and available 24/7. What should firm do in order to customize and remain instant. Tom Burmeister of Advicent explains.

Using AI to understand clients

October 30, 2018 | Runtime: 1:42

Usually when advisers here the phrase "AI" their immediate reacition is fear. Robert Kirk of Intergen Data explains how AI can help you and your practice thrive.

Using AI and bots in your customer contact center

October 30, 2018 | Runtime: 1:43

Abinash Tripathy of HelpShift explains how the communications hub for customers, needs to be transformed for a digital first world where consumers do not want to use legacy channels like the telephone.

 
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