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Monday, November 28, 2022

Making Shopper Reporting the Middle of Your Shopper Expertise

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.

Sponsored by



Wally Okby

Strategic Advisor

Aite-Novarica Group


Rob Sheahan

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




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