On-Demand Webcast: Compliance and Client Loyalty – How to Tackle the DOL Fiduciary Rule with CRM 2018-10-23T17:04:21+00:00

On-Demand Webcast: Compliance and Client Loyalty – How to Tackle the DOL Fiduciary Rule with CRM

Call it a steering committee, task force, working group—every wealth management organization in the United States has executives charged with implementing compliance with the Department of Labor Fiduciary Rule.

According to CEB’s 2017 Industry Outlook Survey, more than two thirds of technology executives expect new regulations to significantly impact their IT strategies over the next year.  Wealth firms need to ensure that they have well-defined disclosure processes and a dependable audit trail to mitigate DOL compliance risk. The good news is that CRM technology can address those needs, and can also provide tools to drive better ongoing client engagement.

Watch this CEB webcast recording, sponsored by AKA Enterprise Solutions to:

  • Learn the business and technology priorities of US wealth management firms going into 2017
  • Pinpoint the most pressing CRM challenges associated with compliance with the DOL Fiduciary Standard
  • Discover practical approaches to enhancing CRM platforms that address regulatory and client loyalty objectives

Watch the recording to learn more.

To watch the recording in full screen mode, click on the icon in the lower right corner of the presentation after the video begins.

About AKA Enterprise Solutions

For more than 25 years, AKA Enterprise Solutions has been dedicated to making it easier organizations to do business and innovate their way to greatness by using technology to simplify processes and reduce risks. Specializing in Microsoft Dynamics 365, Cloud Services Business Process Consulting, and Custom Application Development, we combine industry and technical experience, proven methodologies, and world-class consulting to help firms achieve their goals. The company is headquartered in New York, NY, with offices located throughout the U.S.