How to Make Your Wealth Management Practice More Efficient

By Mako Fintech with CE Corner

In this recorded webinar, automation specialists, financial technology consultants, and advisors discuss the complex considerations needed to leverage technology for more efficient wealth management practices. 

Advisors and other wealth professionals will learn how to prepare their teams for digital transformation, the necessary steps to de-risk the process, and how to select a technology partner while familiarizing themselves with best practices to work with their desired implementation specialist(s).

Sponsored by Mako Fintech