Register Now

     First Name:
     Last Name:
     Title:
     Company:
     Address:
     Dept/BOX/ MS:
     City:
     State/Prov:
     Zip/Postal Code:
     Country:
     Email:
     Phone: - -
     Fax: - -
     Company URL:

Register Now
Featured Speakers:
 
  • Melanie Rodier,  Senior Editor, Wall Street & Technology
     
  • Peter Delano,  Senior Director, CEB TowerGroup Wealth Management
     
  • Mark Swaine,  Senior Manager, Mobile Services, NexJ Sytems
     

    NexJ Privacy Policy

    Bookmark and Share

     
     
    A Wall Street & Technology Webcast:

    Mobilizing Advisor Teams and Tools to Increase Client Engagement:
    Mobile Strategies to Increase Financial Advisor Productivity and Enhance the Customer Experience


    InformationWeek Webcast

    Duration: 60 minutes

    An effective mobile strategy can improve advisor productivity, enrich the client experience and enhance advisor-client engagement. It is no surprise that advisor mobility has emerged as an important theme for 2013 - wealth management firms have ranked mobile enablement among the top initiatives for the upcoming year.

    Join our speakers, Melanie Rodier, Senior Editor for Wall Street & Technology, Peter Delano, Senior Director for CEB TowerGroup Wealth Management, and Mark Swaine, Senior Manager, Mobile Services for NexJ Systems, to learn more about:

    • Enterprise mobile trends including the state of Financial Advisor tools
    • How mobility impacts the client experience and deepens advisor-client engagement
    • Considerations for mobile adoption - strategy, verticals, devices and development best practices
    • How to create deeper client engagement experiences through mobilization
    • How a data integration approach can help (or hinder) your mobile enablement

     
     

    UBM Tech - 600 Community Drive, Manhasset, New York 11030 - Privacy Statement