WHEN: Tuesday, November 7, 2017 2:00pm - 3:15pm PST
WHERE: InterContinental 4th floor in Nob Hill 888 Howard Street San Francisco, CA 94103
A System of Engagement for Asset Management - Client Relationships Technology isn't just changing the rules; it's also changing the drivers behind your business success, while creating previously unrealized opportunities for growth. Traditional business functions, such as marketing, client on-boarding, and servicing are fundamentally transforming as new technologies emerge and customer expectations of digital engagement evolve. In this roundtable, discuss with your peers: How to remain relevant in a world dominated by technology, devices, and client's insatiable need to be constantly connected. What are the keys to driving deep, multi-faceted wholesaler, advisor and client relationships, at scale, in asset management.