Explore a wealth of knowledge with our diverse webinar offerings, including thought leader speaker sessions, product demos, and insights from our partner firms. Gain valuable insights, stay updated on industry trends, and uncover innovative strategies to enhance your wealth management journey. Dive in and empower yourself with the expertise you need to thrive.
Automation enhances speed and efficiency, but effective risk management still hinges on the nuance of human judgment. As organizations integrate more sophisticated technology into their workflows, the challenge becomes ensuring those tools enhance, rather than erode, the expertise of your team.
Join Tolerisk CEO Mark Friedenthal and Mobile Assistant CEO Corey Westphal on January 28 at 4 pm ET for a fireside chat exploring how modern firms integrate high-accuracy technology with professional intuition to drive efficiency.
What you’ll learn:
- Determine where human expertise remains the primary safeguard in the decision-making process.
- Evaluate tech tools without compromising the quality of deliverables or client relationships.
- Anticipate what the next phase of human-tech collaboration looks like for financial leaders.
This event is approved for CFP/AIF/AIFA/PPC credit.
