Video

Keeping Clients Engaged Using Technology

The trend toward digital client engagement.

SS&C Co-General Manager, Steve Leivent, sat down with Jenna Dagenhart of AssetTV to discuss a wide range of topics that affected the wealth management industry in 2020. This engaging conversation touched on virtual collaboration, digital client engagement, and striking a balance between high-tech tools and personal connections.

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Keeping Clients Engaged Using Technology