Accounting and Finance

Financial Services Webcast: Competing with Robo Advisors

Provided by AKA and Microsoft

Category Accounting and Finance

Type Webcast

Length 00:45:00

Publish Date June 29 2017

Date posted June 20 2017

Overview

Thursday June 29, 2017
1:00 pm EDT / 10:00 am PDT

Robo advisors are not going away. So, how do you differentiate and compete? By showing your clients that the old saying is true: You get what you pay for.

Attend our June 29th webcast and learn how you can increase your book of business while providing clients with a high-touch experience that robo advisors cannot.

During this 45-minute webcast, we will show you how Microsoft solutions can be used to:

  • Pinpoint which clients to talk to and when, so you can prioritize your calls and invest your time where it’s going to have the biggest impact
  • Manage your relationships from anywhere—even from your phone
  • Provide your clients with self-service tools that empower them see how their investments are performing anytime, anywhere, and from any device
  • Tap into social media to deepen relationships

There is no cost to attend, but space is limited.  Save your seat now by completing the form to the right.

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