We’ll share the learnings uncovered through the data and discuss the implications for sales and marketing leaders trying to support their advisors’ success in the field.
Resource Type: Webcast
Digital Transformation for the “Next” Normal
How Janney Montgomery Scott empowers advisors with a modern, integrated digital marketing hub.
Beyond COVID – Transforming Client Engagement and Social Selling
Crises like COVID-19 accelerate the need for human touch at digital scale. While the crisis is temporary, the changes to behaviour and digital acceleration we’re experiencing as a result – more remote work, an expansion of digital communications, upgrades in digital processes and tools – are not.
Mobile Security – Protect Against Mobile Attacks in the Field
In today’s multi-device mobile landscape it is more difficult than ever to find the right balance between delivering enterprise apps securely and giving advisors the flexibility they need to get their job done compliantly.
Connecting Corporate to Field: Addressing the Lead Follow-Up Opportunity
Watch this on-demand webinar with Corina Roy, Assistant Vice President, Field Digital at MassMutual Financial Advisors, and Jim Kerley, Chief Membership Officer, at LIMRA along with Jonathan Shafer, Director, Customer and Product Marketing at Hearsay, as they describe their successful marketing to field lead follow up process.
Proactive Digital Engagement – Making the shift from reactive to proactive
Adding digital engagement to the relationship between an agent and a policyholder has the potential to improve customer experience as well as reduce operating cost.
Data, Analytics and the Impact on the new Client Advisor Journey
The financial services industry is rapidly changing. New digital technologies – social, mobile, analytics and cloud – are creating fundamental shifts in both client and advisor attitudes, behaviors, and relationships.
Data, Analytics and the Impact on the new Client Advisor Journey for Canada
The financial services industry is rapidly changing. New digital technologies – social, mobile, analytics and cloud – are creating fundamental shifts in both client and advisor attitudes, behaviors, and relationships.
Transforming Data Into Action: Elevating the Digital Advisor-Client Experience
Watch this webcast to discover how to create an effective advisor-client experience journey in an increasingly digital world.
Bridging the Social Media Gap between Compliance and Marketing
Join Jim Kerley, Chief Membership Officer at LIMRA, Deb LaRose, ALMI, ACS, AIRC, Director, Market Conduct and Compliance at National Life Group and Deep Kingra, JD, Customer Success at Hearsay Systems as they discuss proven methods to bridge the gap between compliance and marketing in social media.