Don't Worry - You Didn't Miss Out

We recently hosted a webinar which provided 3 foolproof steps to ensure a successful technology project implementation. 

Choosing the right software for your RIA is one thing.  Implementing it throughout your firm without a hitch, now that's a different animal.   

  • How do you know where to begin?
  • Who else within your organization should be involved, and when?
  • How do you catch mistakes before they go live?
  • How do you train employees, and guarantee their success?
  • How do you measure success at the end of the project?

In this quick, 30-minute discussion we answered these and other pressing questions related to software implementation. Our RIA technology experts covered issues related to project management, user training, change management, and everything in between.