The rapid shift to a remote work environment in 2020 fundamentally changed how firms, advisors, and their clients interact and collaborate now and in the future.

What are you doing to keep up with the shift?

In the second video of our Skience Fair Series, Paige Johnson, Vice President of Strategic Alliances at Skience, is joined by Lou D’Addario, Managing Director, Head of Institutional Business Development at Envestnet, to discuss:

• How wealth management firms navigated an industry-wide shift to a virtual environment
• Why fintech makes it easier for clients to do business with advisors — and easier for advisors to service their clients
• What Skience and Envestnet are doing to solve the most pressing challenges in the digitization and automation of the advisor-client experience