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KYP in Action: Success Stories from the Front Lines

Equisoft Accelerate Webinar Series

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In this webinar, you will find out:

  • How to go beyond KYP compliance to build value for advisors and clients
  • How simplifying KYP compliance can lead to better investment results for clients
  • How to leverage data and the latest technology to guide clients with informed advice and investment product suitability, without compromising on compliance
  • Lucilla Nardi Headshot 1

    Lucilla Nardi

    Chief Distribution Officer, Co-operators

  • Jason Bobee Headshot

    Jason Bobee

    Vice President, Business Development, Portfolio Strategies Corporation