In this case study, you'll hear what motivated TPFG's approach to their building their wholesalers' tech stack and how CapIntel helped deliver a story-driven, impactful way for advisors to present their fund information.

This case study will detail how UBS Wealth Management successfully introduced social media to their advisors globally.

 Join Ryan Clare, Head of Corporate Change Management and Digital Transformation Lead at Jefferies, and John Almeida,  Global Head of Wealth and Asset Management at ServiceNow, to learn how asset managers can elevate client services with timely and correct trade settlements, real-time trade status updates, and connected employees.