As a growth-focused RIA firm, you understand the need to build a future-forward technology infrastructure to effectively scale your organization without incurring costs related to headcount or delays caused by custom development work.

But how do you get started?

In this episode of our Skience Fair series, Marc Butler, President & Chief Operating Officer at Skience, is joined by Debarshi Barat, Director, Product Management at Edelman Financial Engines, to discuss:

• Why real-time data and information is important for the client experience
• The importance of the advisor-client relationship and ways to improve communication through the implementation of digital tools
• How Edelman Financial Engines, the nation’s largest independent RIA, uses Skience and Salesforce to deliver a well-rounded digital experience to their back-office staff, advisors, and end clients