The Beacon team is hosting a once a month webinar series devoted to searching out fresh solutions firms and showcasing their services/technologies and how they help their customers.
The firms chosen will participate in a 15 minute interview with Chip Kispert, and then share their innovative ideas through three customer success stories focusing on how they have helped enterprise wealth firms, and their advisors.
These firms are either delivering a needed service with a fresh method, or delivering new wealthtech or regtech through an innovative lens.
We will hold these webinars on approximately the 15th of the month for 45 minutes starting at 12:05pm MT.
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