In the financial services industry, it seems we are constantly told that the way to create greater engagement, scale and enhanced customer experience is through digital advice. Join Russ Kliman, head of strategic programs and innovation at SEI, as he shares his insights and demonstrates how a combination of human and digital advice, through a high-tech, high-touch service model, can better serve our ideal clients.
September 05, 2018 2:00 PM Eastern
FPA Member Price:
This course is no longer available for purchase.