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Money Management Institute: 2014 Fall Solutions Conference

Productivity, efficiency, enhancement, effectiveness – pick one or, for that matter, all of them, and you will have a solid notion of the theme driving the 2014 MMI Fall Solutions Conference.  For the industry, productivity, of course, comes in many guises and falls under a range of headings, each of which this meeting addresses – personal, investment, systems and technology, and relationship building. Hearsay Social’s Customer Advocacy manager, Victor Gaxiola will be speaking to the audience about the changing world of client engagement as firms are applying technology to advance the client relationship model. Overall – for advisors, sponsors and investment managers – it’s an opportunity to get an insider’s look at what is proving to be most valuable, and what is on the horizon, in terms of both effectively engaging clients and delivering better outcomes for them.


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