PureFacts Blog

Here’s what happened at PureFacts Client Forum 2018

December 18, 2018
Registration table for PureFacts Client Forum

Check out the highlights from our 5th Annual PureFacts Client Forum.

Another year, another great success!

4 PureFacts employees

Our PureFacts Client Forum is an exciting annual event  for our valued clients. We always welcome the opportunity to bring all our clients together to celebrate mutual accomplishments, and discuss new ideas and solutions.

A roster of speakers shared updates from across the firm:

Product enhancements and product roadmap for our wealth management software platform

Agile two-week release cycle

UAT automation

PureDeploy tool for simplified upgrades

Custom digital solutions

New onboarding prototype

Goals-based investing solution

Digital transformation with cloud-based solutions

New trends in the digital space

Applying principles of Behavioural Economics to nudge clients toward better financial decisions

 

We wrapped up with a series of breakout discussion groups that gave all our clients a chance to share their thoughts about topics important to them.

We sincerely thank all our clients for trusting us to help them solve their complex challenges. Want to discuss a specific challenge for your firm? Please contact us.

  • Leslee Vivian

    Director, Communications

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