If you plan to attend, please join us and Crestone Capital for our session “How d1g1t is Helping Us to Differentiate Ourselves and to Deliver Value to Our Clients“, on November 9th at 8:45 p.m.
Engage in a dynamic fireside chat with Dave Griesbauer, Head of Business Intelligence at Crestone Capital, and Dan Rosen, CEO of d1g1t. They’ll share insights on Crestone’s journey in developing a client-centric WealthTech platform that enables the team to address all aspects of their client’s financial situations on demand and allows senior management to get a complete picture of the entire business. Dave and Dan will further discuss their views on partnerships, data, the way technology is changing wealth management practices, investors, and much more.
For further details on the event, please visit the F2 Strategy WealthTech Executive Summit website.