Tuesday, November 29, 2022
HomeWealth ManagementMaking Consumer Reporting the Heart of Your Consumer Expertise

Making Consumer Reporting the Heart of Your Consumer Expertise

Not way back, shopper reporting was considered as primarily a regulatory requirement. Immediately, main funding advisors are in search of methods to strengthen shopper relationships with reporting that gives a superior shopper expertise. 

Be a part of us as we discover the evolution and way forward for shopper reporting throughout the trade with specialists from AITE-Novatica and Addepar. 

On this webinar, we’ll discover: 

  • Why reporting ought to seamlessly combination knowledge from a number of sources in a cohesive manner 
  • Why customization is vital to supporting completely different shopper demographics and generations
  • How efficient reporting can allow asset retention and generate new enterprise

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit can be found.

Sponsored by



Wally Okby

Strategic Advisor

Aite-Novarica Group


Rob Sheahan

Head of RIA Consumer Engagement and Success Administration



Matt Saunders – Moderator

Product Advertising and marketing Supervisor



David Armstrong – Host

Editor-in-Chief and Government Director of Content material and Person Engagement






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