Webinar on "Challenges and Best Practices in Client Reporting"

Starts: Thursday November 12, 2009 at 11:00am
Ends: Thursday November 12, 2009 at 12:00pm
Event Type: Training/Seminar
Location: This is a virtual event.
Price:
Website: https://headstrong.webex.com/headstrong/onstage/g.php?t=a&d=594480711
Industry: financial services
Keywords: Wealth Management, Client Reporting
Intended For:
Organization: Headstrong

The battle for market share in Wealth Management has been unquestionably challenging over the past year - yet opportunities are emerging for dedicated firms to take key leadership positions. Among the trends shaping the wealth management space, CRM Applications, Risk Management, and Client Reporting have been major focal points for 2009 and continue to be major points of differentiation in 2010. Beyond the all important investor-advisor relationship, there are a few key technologies that firms should focus on to empower the financial advisor to maximum success.