OUR ROUNDTABLE FOCUS:
Issues Impacting Operations Teams Daily
Location: The Grand Bohemian, Orlando, FL
Typical Attendees: Operations Executives
Our Operational Excellence Roundtable is our annual deep dive into the challenge enterprise wealth firms have operating their business. Balancing technology with personalized services, all on a budget. We weave together case studies, community questions, breakout sessions, and partner thought leadership. Beyond, we bring our groups together for a family type experience that results is rich dialogue and deep long-term friendships.
This year, initial thinking is that we will be diving into:
- Digitization: What does it really mean? To advisors. To Operations teams. Are they aligned?
- Automation. What does it mean? Is it a panacea or pandoras box?
- The changing face of service: changing expectations - can support keep up?
- The hybrid model: a supportable model for service teams?
- The Wish List