Wealth management is changing dramatically as the industry’s traditional leaders and new players bring enhanced offerings—both front end and behind the scenes, to retail customers and advisers. These new platforms offer better user experience, more investment options, transparency and reduced fees.
In|Vest brings together technology and strategy executives from across the entire wealth management community to explore the changes in the market and offer a digital vision of the future.
To register for this event, please visit the In|Vest registration page here
Bryan Sachdeva, VP Wealth Management Solutions at NexJ Systems, will be demonstrating how NexJ’s solutions help advisors to quickly and effectively leverage enterprise data and applications to better understand customers, deliver the personalized and efficient service that drives loyalty, and increase assets under management. Together, these benefits will help satisfy all stakeholders and enable wealth management firms to differentiate and grow in a high pressure market.
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