Upcoming Webinars

ELEVATE THE USER EXPERIENCE FOR YOUR 

RETIREMENT INVESTMENT TRANSACTION TOOLS 

Join us on Tuesday, September 10 from 2:00 – 3:00 pm EDT for a live webinar hosted by Adam Hulnick, VP of UX Research at Corporate Insight. Based on recent comparative research with actual users, Adam outlines what your clients are looking for in the optimal retirement investment transaction tool. Some of the strategies we’ll share include:

  • Pinpointing roadblocks to a comfortable experience in account transactions and management
  • Preventing a disconnect between client expectations of advice vs. reality
  • Enhancing functionality to help users with the mathematical requirements of retirement investment tools
Reserve my spot