Скачать или смотреть Build vs. Buy: How to Future-proof Your Tech Strategy

Is it best to partner with a trusted tech provider or build technology yourself? Join Jennifer Sawan, Senior Director of Sales Engineering and Operations, and Darren Tedesco, President of Advisor360°, for this LinkedIn Live exploring the critical decision-making process behind the "Build vs. Buy" debate in wealth tech. In today's competitive landscape, advisory firms must navigate the complexities of investing in cornerstone technology that drives client satisfaction, advisor retention, and firmwide productivity. Jennifer and Darren will delve into best practices for each strategy, sharing insights on how firms can achieve a competitive edge through integrated technology, acquisitions, or strategic partnerships. Don't miss this opportunity to learn how to position your firm for success in the evolving wealth management space!