Tech-Enabled Practices Come Out on Top: Impress Clients & Drive Sales
When surveyed, 60% of Canadian financial professionals said the most efficient route to profitable growth came from leveraging technology. In a separate study, 58% of independent advisory firms planned to invest in new technology that year so they can:
- Serve more clients;
- Reduce manual work;
- Let employees focus on prospecting; and
- Improve security.
During this Breakout Session, we’ll be focusing on how technology can help you manage your practice better. James will walk you through:
- A snapshot of how practice management tech is changing the way financial professionals do business;
- CapIntel’s lightning-fast fund comparison & proposal tool;
- How a models-based approach can help you drive sales;
- How you can quickly build impressive, branded proposals that will help you build client relationships; and
- Incorporating compliance processes into your workflow to help address CFR requirements.
CapIntel is a leading investment comparison and proposal platform used by thousands of advisors, 3/5 big banks and companies like IG Wealth Management.
If you’re looking to stay ahead of the competition, grow your business, and delight your clients – you won’t want to miss this session!