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Addressing Operational Efficiency in a Digital Age
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Addressing Operational Efficiency in a Digital Age

Addressing Operational Efficiency in a Digital Age

 Export to Your Calendar 10/23/2019
When: Wednesday, October 23, 2019
8:00 am - 11:00 am
Where: InvestCloud Innovation Center SF
211 Main Street, Suite 1630
San Francisco, California  94105
United States
Contact: Jennifer Litchfield


Online registration is available until: 10/23/2019
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The essential requirements for effective Digital Engagement for investment managers and advisors and how to leverage your current systems to achieve digital scale.

 

Join this roundtable to discuss strategies and experiences with fellow peers on:

  • How to deliver effective and empathetic investor experiences.
  • How best to focus operations on things investors value to drive continuous engagement
  • Building platforms and advisor experiences that can scale and accelerate innovation.
  • The best way to innovate at the intersection of investor experiences and operations.

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