d1g1t’s Dan Rosen Discusses the Client-Advisor Experience at The CIBC Mellon Canada Fintech Innovation Showcase

d1g1t joined prominent Canadian Fintech companies at the CIBC Mellon Canada Fintech Innovation Showcase on Wednesday, November 29th,  at the CIBC Square on 81 Bay Street in Toronto.

Dr. Dan Rosen, CEO of d1g1t, took the stage for his session “Re-Thinking the Wealth Management Client-Advisor Experience.” Dan discussed d1g1t’s ongoing journey to build a client-centric digital wealth tech platform that provides advisory teams and senior management with all the information they need at their fingertips. This allows advisory teams to handle everything that is relevant to their client’s overall financial situation, integrated with all the workflows and tools to efficiently manage their investments and the entire business.

Thank you to the organizers for hosting us at this outstanding event that brought the Canadian Fintech Innovation industry together.

Learn more about the d1g1t platform and how our innovative approach is shaping the future of Fintech