Title: Optimizing Business Efficiency with NBIN & Croesus – Exclusively for IPC Securities Corporation Advisors
Host:
Marie Bowen, VP Operations, IPC Securities Corporation
Panelists: Marc Riel, Vice-President, Business Development and Strategic Partnerships, Croesus and Penny Lam, Vice President, Product, NBIN
Description: In this interactive session, we explore the potential to elevate your business practices with two key technology partners on the IPC Securities business platform: NBIN and Croesus. Our panelists will unpack how their technology can help you increase client engagement, as well as navigate evolving regulatory requirements more effectively. Go behind the scenes to find out what's new and what's on the roadmap for NBIN and Croesus. Get best practice insights and learn how to make these solutions work more efficiently for your business and deliver a stronger client experience.
Join this breakout to unlock the full potential of these technology partnerships.
Date: Tuesday, September 17
Time: 11:05 AM to 12:05 PM