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TODAY: Exceeding the Expectations of the Modern Investor

Written by Lauren | Mar 11, 2021 7:26:08 PM

An investment management firm is only as successful as its investor relationships, and investor expectations have changed. Investors receive on-demand experiences with other financial services, from insight-packed dashboards of their retirement accounts, to online payment systems, to having the stock market in their pocket. Join this discussion of experts to hear how you can optimize your business to impress and retain investors.