• Making Financial Advisors Shine: More with Less: Meeting the Needs of a New Generation

  • May 31 2022
  • Duración: 16 m
  • Podcast

Making Financial Advisors Shine: More with Less: Meeting the Needs of a New Generation

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  • Resumen

  • There’s a huge opportunity for wealth and asset managers to use technology to do more with less and to strike the right balance between prospecting and delivering highly personalized wealth services to a new generation of clients. Join John Almeida, Global Head of Wealth and Asset Management at ServiceNow, and Ilan Davidovici, Principal of Client Experience at Edward Jones, as they discuss how wealth and asset management firms can transform their operations to reduce the administrative burden on advisors and in turn, improve their experience, the experience of their operational staff, and ultimately, their clients.

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