recorded Webinar Best Practices

FinTech Trends that will Put Advisors Ahead of the Curve in 2024

Presented by

Join Finpace and Wealthbox for a previously recorded live webinar to see where FinTech is going and how to adopt these new tools. This webinar will cover:

  1. The importance of paying attention to technology trends and where FinTech tools are headed.
  2. How applying new FinTech trends and tools can bring a wide range of benefits to financial advisors.
  3. How advisors adopt these trends and apply them in their practice.
  4. How Finpace and Wealthbox help advisors use technology to skyrocket their productivity and client relationships.

Speakers

Paige Hanlon

Chief Strategy Officer

Finpace

Andrew Ladwig

Director of Business Development

Wealthbox

“Integrating Finpace with Wealthbox means no more redundant data workflow, which drove my team and me insane when I practiced. This connection makes it easy for advisory firm users to instantly auto populate data within both environments, and instantly recall such information when working through client onboarding tasks. This process makes both onboarding and ongoing data workflows as fast as possible, which makes growing any firm that much easier, all while delighting customers along the way.”

B. Forrest Tuten

CEO & Cofounder of Finpace

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