Empower 2015 Conference: Course Highlight of the Day

[Panel] Best Practices for Workflow Automation in Wealth Management

Financial services institutions that automate their paper-intensive processes reap higher rewards from high technology-spend in terms of professional productivity and profit.

In this session, you will learn:

• How to boost customer service and ROI by moving beyond using technology for "finding and filing."
• Industry best practices for process improvement and Workflow design.
• High-impact processes to begin your journey into Workflow automation.

Instructors:            Timothy Welsh, CFP, President, Nexus Strategy

                              Deborah Fox, CEO, Fox Financial Planning

                              Joel Bruckenstein, CFP, Publisher, Technology Tools for Today (T3)

Moderator:             Michael Laks, Financial Program Strategist

Course Code:        BAS137

Date and Time:      Friday, January 16, 2015 at 8:00 am

Location:                Sheraton Hotel, Plaza D

(L-R): Deborah, Tim, and Joel

Sign up for this course!