posted on December 11, 2014
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Date: Thursday, December 11 (Today!) at 4PM ET / 1PM PT
With the rise of robo-advisors, changing regulatory requirements and increased audit frequency, staying truly compliant and competitive is getting harder for financial advisors. The key to coming out ahead in these tumultuous times is a strategic approach to technology and process innovation.
Join this webcast and hear form Brian Jack, Director of IT at Budros, Ruhlin & Roe, Inc., on the top trends in workflow design and automation for financial advisors and how you can:
- Systematize back-office processes and increase staff productivity.
- Implement best practices of workflow design.
- Give employees fast, remote and secure access to client files.
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