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Using Technology to
Drive Productivity and Profitability
New research reveals that financial advisory firms increased their technology spend by 22.5% last year.
Topics Covered in the White Paper
Maximize operational efficiency by automating business processes such as new account opening, blotter submissions, audit preparation and more
Improve client service by using mobile apps, client service portals and digital signatures to provide a quick and convenient client experience
Scale operations by linking multiple tools, such as document management, CRM and portfolio management systems into a cohesive unit to address core business processes
Learn what expert panelists from TD Ameritrade Institutional, InvestmentNews and Nexus Strategy have to say about how top advisory firms are using cutting-edge technology tools
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