Zoom & Voice: The RIA & BD Perspectives

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Presented by

Adi Regev, Zoom; Allen Brandt, DTCC; Blane Warrene, Smarsh

About this talk

Broker-dealers and Registered Investment Advisors have all had to change the way that they engage their clients to replace in-person meetings. This session will explore how wealth management firms are successfully leveraging video conferencing and voice-enabled tools to stay connected to their market.

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For more than two decades, Smarsh has provided its clients with industry-leading technology that allows them to manage the risk and see the value in their communications data. Our capture, archiving, supervision and e-discovery solutions enable our customers to focus on innovation and growth, while seamlessly dealing with communications compliance.