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Navigating The Financial Advisor Desktop by Copytalk

Technology, advice, and financial planning intersect on the financial advisor digital desktop. This rapidly changing desktop gives advisors the tools they need to better manage their client's portfolios, facilitate communications and have more data/analytics at their fingertips.
Recorded Mar 24 2020 21 mins
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Presented by
Maree Moscati, CEO, Copytalk | Special Guest: Ted Toso, CEO Trinlogix.
Presentation preview: Navigating The Financial Advisor Desktop by Copytalk

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  • Navigating The Financial Advisor Desktop by Copytalk Recorded: Mar 24 2020 21 mins
    Maree Moscati, CEO, Copytalk | Special Guest: Ted Toso, CEO Trinlogix.
    Technology, advice, and financial planning intersect on the financial advisor digital desktop. This rapidly changing desktop gives advisors the tools they need to better manage their client's portfolios, facilitate communications and have more data/analytics at their fingertips.
  • Navigating The Financial Advisor Desktop by Copytalk Recorded: Feb 25 2020 22 mins
    Maree Moscati, CEO, CopyTalk | Doug Wardley, VP, Product Strategy, LPL Financial
    Technology, advice, and financial planning intersect on the financial advisor digital desktop. This rapidly changing desktop gives advisors the tools they need to better manage their client's portfolios, facilitate communications and have more data/analytics at their fingertips.

    However, there are challenges in planning for future functionality while managing risk/compliance and adhering to new regulations like Reg BI. This dynamic time has created the opportunity for platforms to determine what the advisor desktop should look and how it should function.

    Copytalk's monthly webinar series Navigating The Financial Advisor Desktop will feature industry experts providing insights into the evolving advisor experience and opportunities for technology to complement the human side of advice.

    Please join on on February 25 at 11am ET for a conversation with Doug Wardley, VP of Product Strategy for LPL Financial , hosted by Copytalk's CEP Maree Moscati, CTPRP.
  • Achieving Impact with Investments - Myths & Reality Recorded: Sep 17 2018 49 mins
    April Rudin | Helene Li | John Lloyd
    Join this panel to hear them discuss:

    -Impact investing is hitting the mainstream - high level trends on impact investing (total aum, millennials, and wealth transfer over coming decades)
    -2017 was a watershed year in the fast-growing impact market - what happened and why?
    -Impact organisations can generate attractive returns for investors and retain their ethical mission, culture and structure - examples of different types of business structures and types of investment
    -Gaps to fill before Impact Investing / Sustainable Finance will truly reach mainstream
    -Moving from "intention to implementation", and from "exception to norm"
  • World Wealth Report 2017: How Wealth Management Firms Can Mine the HNW industry Recorded: Apr 26 2018 60 mins
    April Rudin, Bill Sullivan
    The market is up for grabs. The largest wealth transfer to ever occur is underway. Baby Boomers are set to shift $30 trillion in assets to their heirs – mainly Gen Xers and millennials. This event creates risks and opportunities for wealth management firms. How firms meet the needs of a new generation of high-net-worth investors will determine who will succeed…and who won’t.

    Key is having the right products and leveraging digital to reach the dynamic millennial group. Case in point: Based on Capgemini’s 2017 World Wealth Report, more than 80% of investors under the age of 40 trust their wealth managers and firms. But will that continue should markets retreat and as hybrid models become more common?

    Join April Rudin and Bill Sullivan as they discuss:

    How to differentiate your brand and build trust by creating a compelling and informative online presence through timely and relevant content.

    Establishing and leveraging a digital presence to that enables you to engage with clients across the business life cycle – from making your offering accessible online and digitally to connecting with clients in a meaningful and consistent fashion via social, email, and text.

    Developing an effective means of collecting and analyzing client data that enable you to understand client needs and tailor products and services accurately.
  • Why Brand Experience is the Key to Winning Over HNW Investors Recorded: Mar 27 2018 61 mins
    April Rudin, Liz Fritz
    In today’s environment, it's no longer enough to take a passive stance toward managing your brand. Firms that play defense with their brands are ill-prepared to win the war for AUM. Wealth management firms need to think about their brands as strategic assets and a means to achieve a competitive advantage. How your clients engage with your brand – and products - is the most powerful way to distinguish your service offering, and ultimately, attract new clients.

    In this webinar, we’ll discuss various strategies and tools with which to manage, strengthen, and market your brand.

    Join April Rudin, and Liz Fritz for a discussion on:


    - Creating and maintaining a positive presence on major social networks such as LinkedIn and Twitter
    - Leveraging traditional press and other third-party influencers to reinforce your brand’s strengths
    - Listening and responding positively and appreciatively to client feedback
    - Identifying strategies for building strong and meaningful relationships with brand ambassadors
    - Creating a customer-centric environment that can lead to long-term success
    - Leveraging firm brand to build personal brands
Insight into the Wealth Management Industry
Sign up for this monthly BrightTALK series featuring business and thought leaders who are shaping the way wealth management firms and other financial institutions do business with high-net- worth families and individuals. We’ll uncover smart strategies and innovative ideas on how institutions can capture mindshare – and business – in the dynamic HNW market.

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  • Title: Navigating The Financial Advisor Desktop by Copytalk
  • Live at: Mar 24 2020 3:00 pm
  • Presented by: Maree Moscati, CEO, Copytalk | Special Guest: Ted Toso, CEO Trinlogix.
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