Speaker: Meghan McAlpine, Director, Product Marketing, Intralinks
Date: Date: Bi-monthly, select session below to view options
Time: 10:30am EDT
Duration: Approximately 20 minutes
Wealth management continues to be one of the fastest-growing segments in the financial services industry. Since it’s such an attractive sector, competition is increasing and the clear need for scale puts pressure on operations teams.
While many institutions have enhanced their customer-facing front ends with digital solutions, too many middle and back-office processes still rely on people and paper. A typical private bank has hundreds of people manually collecting, processing and mailing reports to clients and advisors, which is costly, slow and prone to error.
Join Intralinks’ Meghan McAlpine to learn about the benefits of leveraging technology to transform your client communication and accelerate content workflows. The discussion will focus on best practices and specific examples of where firms have improved productivity, security and customer service.
If you can’t join us on August 9th, we’ll be hosting again on future dates. Choose from the options on the form.