Not way back, shopper reporting was seen as primarily a regulatory requirement. At this time, main funding advisors are searching for methods to strengthen shopper relationships with reporting that gives a superior shopper expertise.
Be part of us as we discover the evolution and way forward for shopper reporting throughout the business with specialists from AITE-Novatica and Addepar.
On this webinar, we’ll discover:
- Why reporting ought to seamlessly combination knowledge from a number of sources in a cohesive manner
- Why customization is essential to supporting completely different shopper demographics and generations
- How efficient reporting can allow asset retention and generate new enterprise
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit can be found.
Head of RIA Shopper Engagement and Success Administration
Matt Saunders – Moderator
Product Advertising Supervisor
David Armstrong – Host
Editor-in-Chief and Govt Director of Content material and Person Engagement