| July 15 | Getting on the Road to Operational Excellence and Productivity Productivity is never an accident. It requires intelligent planning and focus. This discussion will cover the need for understanding best practices and technology options that achieve operational excellence and enable rapid client on-boarding and account opening. Some of the tools that will be discussed are enhanced user interface, integration with client relationship management, document image management and workflow. Also covered will be improved form hosting, e-signature collection, remote deposit capture, funding options and automated client account transfer. All of these abilities will streamline the advisor experience. Tuesdays at 4:15 p.m. (ET) |
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