Valenta The Insider | Current Challenges for Financial Planners

If ever there was a time for an organization to truly commit to digital transformation, this is it. Financial Planners face new challenges in the way they manage workflow, communicate with co-workers and clients.

Digital transformation within financial sector first started with the digitizing of monthly statements to go paperless. Since then, leaders in finance have taken notice and have moved quickly to propel their businesses toward digital transformation, placing a large emphasis on speed, intuitive supplier, cost reduction, and ease of use.

As digital practices have matured, it has become increasingly clear that many organizations’ legacy back-office systems and processes are not currently able to deliver a scalable level of service excellence.

As many companies get used to the new normal, it is more important than ever to make sure your finance organization is recession-proof. The pace of digital transformation has rapidly accelerated under the new normal, and it is evidently clear that the key to business resiliency begins with Digital Intelligence.

In this session, our expert speakers will address the following:

✅ The increasing importance of digital transformation in finance
✅ The new normal for finance organizations
✅ The benefits of Digital Intelligence
✅ Best practices to achieve digital transformation within the finance sector, and much more!

Host:
Richard Nohe, Managing Director at Valenta

Guest Speakers:
Shyam Ganesh, Certified Financial Planner & Managing Partner at Valenta
Bill Savellis, Financial Advisor & Managing Partner at Valenta