Does your firm want to leverage technology to fuel growth, but isn’t sure where to start?
Watch a replay of TIFIN Wealth and panelists from OneDigital, Sowell Management and Concourse Financial Group as they discuss the industry’s journey to the ideal tech stack. Hear about the key strategic objectives, industry trends, and organizational challenges that are driving how they think about integrating technology to improve client and advisor experiences.
Learn how to approach tech decisions that drive growth by:
• Boldly driving digital transformation to move your firm forward
• Connect the dots between strategy and technology decisions
• Navigate decisions to build, buy, or partner
• Leverage partnerships with fintech firms to move quickly and stay focused
• Avoid the roadblocks that often hold back organizations
To learn more about TIFIN Wealth, book a demo today.