Listen to this article
Many distributors believe that they can use technology to create a strong execution platform and simplify transactions. However, to leverage it to the fullest and create a resilient distribution model, you should integrate technology with other business functions.
To guide you on the usage of technology outside of transactions, Cafemutual will conduct an exclusive webinar to share a step-by-step process to shift your distribution business to a digital model.
Aakash Bansal, Co-Founder and CEO, Mercury by Vijya Fintech will be our special guest who in conversation with Nishant Patnaik, Associate Editor, Cafemutual will talk about mastering efficiency and scaling business through technology.
Additionally, he will also touch upon pertinent points like:
- Leveraging technology for higher productivity
- Steps to create an all-digital distribution model
- Using technology to increase client engagement and retention
- Partnering with Mercury by Vijya Fintech to increase income and wallet share from existing clients
Interestingly, you too can ask your specific queries during the Q&A session.
The webinar is scheduled for today i.e. June 29, 2023 and will go live at 4:30 pm.
Click here and register now.
Disclaimer: This is an educative initiative to make MFDs/RIAs aware of existing investment avenues and digital platforms. MFDs/RIAs are advised to perform their due diligence.
