We’d like to invite you to attend our webinar, Introducing Digital Advice Monitor: Account Opening & Onboarding Review, which will review the account opening process at leading digital advice providers. Join CI’s fintech expert, Sean McDermott, to discover key takeaways from our inaugural Digital Advice Monitor report.
Topics covered in this webinar:
- Introduction to Digital Advice Monitor
- Robo Embracer profile review
- Overview of each firm’s service offering
- Account opening key findings and best practices
Don’t miss this event on Thursday, June 15 at 1:00 PM EST!
Event password: robo