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DTSTAMP: 20260629T090520
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SUMMARY:How the Pandemic Prioritized Collaboration, and Defined 4U's Role in Distribution.
PRIORITY:0
CATEGORIES:SESSION
CLASS:PUBLIC
DTSTART:20210505T100000
DTEND:20210505T110000
URL: https://event.vconferenceonline.com
DESCRIPTION:<em><strong>Best For: Marketing Management; Sales Management; Investment Product Management; Enablement&nbsp;</strong></em><em style="font-family: Arial, Arial, Helvetica, sans-serif;"><strong><u>Open to All</u></strong></em><br />
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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.&nbsp;With 200 clients and growing since its launch in the summer of 2020, 4U Platform&#39;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.&nbsp;Join Co-CEO&#39;s Denise Wypiszenski and Arin Epstein as they share&nbsp;4U&#39;s vision for the future,&nbsp;the importance of&nbsp;collaboration, and&nbsp;how&nbsp;these fintech efficiencies are transforming the industry.&nbsp;
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