| 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.