Appian invites you and your peers to an engaging panel discussion about the challenges and benefits to innovating and automating wealth management relationships. Lunch will take place at the Royal York Hotel on Tuesday, June 19th from 12:00 – 1:30 pm. This interactive lunch will bring together wealth management professionals from both IT and Business.
During this session we’ll discuss client on-boarding and the unique challenges faced by business and IT. We’ll examine strategies for driving profitable revenue growth through streamlined customer on-boarding with personalized experiences, across any channel.
Join Appian and our guest speaker Jay Cherrie, former CTO of a top rated private US Bank, June 19th from 12:00 - 1:30 pm for this collaborative discussion.