Here’s what happened at PureFacts Client Forum 2018December 18, 2018
Check out the highlights from our 5th Annual PureFacts Client Forum.
Another year, another great success!
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
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.