The future of wealth management is a digital connected journey, creating interactive wealth experiences for clients and advisors. As the demand for seamless customer experiences grows, so do the security and compliance risks.
Join us on July 27th, 2022 at 2pm ET to learn about trends in the industry, security & compliance considerations, and how content is central to the future of wealth management.
In this webinar you will learn about,
- how the future of Wealth Management will adapt to a digital first experience
- the importance of maintaining security & compliance for content throughout the customer experience
- how the Box Content Cloud is addressing the macro technology trends around driving digital engagement along with managing risk and operational efficiencies
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
CEO and Founder
Managing Director, Financial Services