Digital Transformation for the "Next" Normal

How Janney Montgomery Scott empowers advisors with a modern, integrated digital marketing hub

With a history dating back to 1832, Janney Montgomery Scott is a Philadelphia-based firm focused on Wealth Management and Capital Markets, with 850 financial advisors and a stellar reputation. But don’t be distracted by the rich history and tradition – this is a firm of innovators. In this webinar, you’ll hear from Karen Shakoske, SVP of Marketing Communications and Chris Johnson, AVP of Advisor Marketing and Communication, as they share:

• How their focus on interoperability drove successful adoption of their advisor digital platform
• Their approach to scale that allowed their team to quickly adapt to the “Next” Normal
• Flexible solutions for supporting their sole proprietors as well as well-staffed larger branches
• Creative examples of advisors and field teams adapting to the COVID-19 crisis