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CNB Envision WealthForge Webinar Technology Series

Untangling the Alternative Investments Information Flow: How FAs Win by Going All In with Automation (CNB, Envision, and Wealthforge)

October 8, 2020 @ 2:00 pm - 3:00 pm

Michelle Thomas, Panelist | Brian Jones, Panelist | Bill Robbins, Panelist

Join Blue Vault on Thursday, October 8th at 2:00 pm EDT as leaders from CNB Bank, Envision Financial Systems, and WealthForge as they discuss the operational challenges advisory firms face in running their businesses and where automated approaches and access to information can help. There will be time for audience Q&A.

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Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest.  Blue Vault subscribers and followers should consider this in their review and analysis.  Information is intended only for institutional, broker dealer or registered investment adviser use.  This information is prohibited for use by the general public.

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Speakers
Michelle Thomas
AVP, Marketing & Business Development CNB Custody

Brian Jones
Executive Vice President Envision Financial Systems, Inc.

Bill Robbins
CEO WealthForge

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Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest.  Blue Vault subscribers and followers should consider this in their review and analysis.  Information is intended only for institutional, broker dealer or registered investment adviser use.  This information is prohibited for use by the general public.