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
Addepar
Matt Saunders – Moderator
Product Advertising and marketing Supervisor
Addepar
David Armstrong – Host
Editor-in-Chief and Government Director of Content material and Person Engagement
WealthManagement.com
