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X-WR-TIMEZONE: America/Los_Angeles
DTSTAMP: 20240329T103633
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UID: info@vconferenceonline.com
SUMMARY:How the Pandemic Prioritized Collaboration, and Defined 4U's Role in Distribution.
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CLASS:PUBLIC
DTSTART:20210505T100000
DTEND:20210505T110000
URL: https://event.vconferenceonline.com
DESCRIPTION:Best For: Marketing Management; Sales Management; Investment Product Management; Enablement Open to All
As the financial services industry adapted to meet the virtual-demands introduced by the pandemic, a sea change occurred where predominantly sales-driven organizations now had to rely more on their marketing efforts. Luckily, the 4U Platform had anticipated this. With 200 clients and growing since its launch in the summer of 2020, 4U Platform's many-to-many financial ecosystem has transformed multiple partner work streams into an innovative, real-time, online management platform that streamlines the marketing review processes of important content and how investment companies engage with advisors. The result? A direct connection between partners, efficient marketing reviews, and improved delivery of content to advisors with the ability to measure engagement. Join Co-CEO's Denise Wypiszenski and Arin Epstein as they share 4U's vision for the future, the importance of collaboration, and how these fintech efficiencies are transforming the industry.
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