Getting Past Uncertainty How Distributors Broker Dealers Can Thrive In The New World

Getting Past Uncertainty: How Distributors & Broker-Dealers Can Thrive In The New World

Getting Past Uncertainty How Distributors Broker Dealers Can Thrive In The New World

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Remote work. Market volatility. Operational challenges. Yesterday's wish list for digital transformation has become today's set of requirements. Join Equisoft and Celent to learn how distributors and broker/dealers can position themselves today to take advantage of the reopening and resurgent growth that will come.

Join Us As We Discuss The Following:

  • Communication best-practices/challenges
  • Leveraging technology to reduce costs & improve operational efficiency
  • The new value proposition – leveraging data, analytics and automation to support advisors post-disruption

Our Speakers:

  • Anthony Stockley, Vice President, Wealth Solutions Canada, Equisoft
  • William Trout, Head of Wealth Management, Celent
  • Shawn Gillespie, Vice President, Wealth Solutions USA, Equisoft

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