RIAs: 4 Tech Trends to Ignite Your AUM

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Speakers:
John Almeida Director, Financial Services Industry Solutions, Salesforce
Nick Richtsmeier, EVP of Business Development, Trilogy Financial Chief Operating Officer, Trilogy Capital

Today’s RIAs are facing a new kind of landscape — one marked by digital technologies that are bringing new life to how they advise their clients. There’s no doubt that the technology is here to stay, but how can RIAs proactively make these trends their own to truly ignite their AUM? Watch this webinar to discover the technology trends your firm can tap into, including how to:

  • Personalize client relationships with rich, contextual client and household profiles
  • Gain time back in your day with real-time collaboration, actionable client insights, and visibility into referrals from centers of influence
  • Work the way you want with customizable configurations of your user experience and advisor workflow
Access the webinar now.
Access the webinar now.
Access the webinar now.
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Speakers:
John Almeida Director, Financial Services Industry Solutions, Salesforce
Nick Richtsmeier, EVP of Business Development, Trilogy Financial Chief Operating Officer, Trilogy Capital

Today’s RIAs are facing a new kind of landscape — one marked by digital technologies that are bringing new life to how they advise their clients. There’s no doubt that the technology is here to stay, but how can RIAs proactively make these trends their own to truly ignite their AUM? Watch this webinar to discover the technology trends your firm can tap into, including how to:

  • Personalize client relationships with rich, contextual client and household profiles
  • Gain time back in your day with real-time collaboration, actionable client insights, and visibility into referrals from centers of influence
  • Work the way you want with customizable configurations of your user experience and advisor workflow