Operational Excellence and Productivity

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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