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On-demand Webinar
From Data to Dollars: Leveraging Data to maximize Growth in Wealth Management
In this webinar, we will discuss how a KPI-based assessment can help identify opportunities and steer WM firms toward data-driven success
- Jan 31, 2024
- 12:00 PM - 1:00 PM (EST) | 9:00 AM – 10:00 AM (PST)
Featured webinars
Rapid digital assessment
Register for a 30-minute, no-obligation, digital assessment
- Benchmarking of your digital journey against competitors and other best-in-class leaders with key issue identification.
- Portfolio of tactical and strategic recommendations that can enhance NPS, traffic and conversion KPIs.
- Execution roadmap based on impact, timelines and project complexity.