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The technology landscape is confusing, at best. Wealth management firms struggle to select the best technology for their organization and then optimize that technology. They are often left with technology that doesn't help them achieve their growth, client service, and productivity goals.
As Vice President, Team Leader, and Technology Consultant with Fidelity Investments, Majed Daher helps wealth management firms get the most out of their technology investments. Majed will outline how wealth management firms can:
- Develop a proactive approach to managing their technology
- Align their technology to support the firm's strategic goals
- Cut through the noise to select the right technology partners and solutions
- Drive ongoing technology adoption and optimization throughout the firm
Listen to the podcast Transforming Wealth Management with Technology.