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Advanced Personal Financial Planning Conference 2016

49 - Improving the Client Experience Through Technology

‐ Jan 20, 2016 12:30pm

Large financial institutions and new, emerging financial technology firms are spending heavily to improve the end-client experience. Is your client-facing technology competitive? Are you meeting the expectations of clients and prospects in this newer, more competitive environment? Attend this session to learn what your firm needs to stay competitive in this rapidly evolving area of technology.


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