Spend LESS time but give MORE personalization to each client? Yes, it’s possible. – AdvisorEngine – 6.12.23

Summary:

Now On Demand

A majority of the firms we work with share three similar goals: 1) maintain operational excellence 2) maximize client satisfaction and 3) drive revenue growth. Yet they lack better ways to connect data, customize and scale in order to achieve these goals.

On June 12, join Rich Cancro and Chris Loveless as they share how they have seen your peers use Custom Indexing and operational workflows to confidently advance their firms toward an optimized state in which they can deliver an elevated and customized experience for their clients.

They will discuss how you can:

• Utilize an end-to-end technology platform that is truly connected and integrated across the client lifecycle.
• Implement software to design and maintain Custom Indexes that can be tailored according to their clients’ specific needs and values.
• Take advantage of data to drive growth and retain happy clients.

Speakers:

Rich is the Founder and Chief Executive Officer of AdvisorEngine. He sets the company’s vision and strategy.

Rich brings over 25 years of experience building wealth management technology. Prior to founding AdvisorEngine, Rich served as a Managing Director at Bank of America Merrill Lynch, where he was Head of the RIA custody business and responsible for developing their Global Wealth and Investment Management financial planning and reporting tools. Before that, Rich created industry-leading solutions for J.P. Morgan, Bear Stearns and DLJDirect. Rich holds a Bachelor of Arts from Gettysburg College.

Chris serves as the President of O’Shaughnessy Asset Management (OSAM). In this role, Chris is responsible for driving the firm’s business initiatives, as well as overseeing the Client Service and Relationships team.

Prior to joining the firm, Chris was a Managing Director/Principal at Bear Stearns Asset Management (BSAM) where he was responsible for the Third-party Platform business. Prior to joining BSAM in 2001, Chris was a Vice President with O’Shaughnessy Capital Management, which is where he initially joined Jim’s core management team in 1997. He joined Merrill Lynch as a member of the Junior Executive Training (JET) program in 1994. Chris holds a B.A. in Advertising from Texas Tech University. He currently is a member of the University’s Investment Advisory Committee for the Endowment.

Suleman is AdvisorEngine’s Advisor Intelligence Lead. Previously he oversaw technology coverage for American Banker and Financial Planning. At Financial Planning, Suleman launched ReinventWealth, the first newsletter dedicated to covering the evolution of digital wealth management and helped establish its INVEST conference. Previously, he was a contributing editor to Knowledge@Wharton, the online business journal of the Wharton School of Business, and reported for the Newark Star-Ledger, where his coverage of the Asian tsunami in 2004 earned him a finalist nod for the Livingston Awards.