Our Jen Goldman, CFP ® and Founder of My Virtual COO, will join other panelists for a discussion of Integration is the Key to Delivering Optimized, Digitized and Ultimate Experiences
The panel will include a presentation and open discussion about:
The Future of the Digital Experience
Key considerations and differentiators
How Execute your Integration Strategy
If your firm custodies at Pershing, you can ask your Pershing Relationship Manager about Pershing Insite.