Maximize Reach, Minimize Hassle: 1 Connection for Data Distribution to Advisors

Maximize Reach, Minimize Hassle: The Power of One Connection for Wealth Data Distribution for Advisors Join our webinar to discover how you can optimize distribution of your financial data to financial advisors with minimal effort by connecting to the ByAllAccounts Data Network. This session is designed for annuity providers, custodians, and record-keepers. It offers insights into enhanced efficiency and how to cut costs, while increasing exposure to the wealthtech platforms that serve professional advisors. Hear from Brian Costello, Head of ByAllAccounts Data Strategy, and Hazal Sabah, ByAllAccounts Product Marketing Manager, with a special guest who will deep dive into how to unlock the growth potential for annuity providers through partnerships with financial advisors. Integrating annuity data into existing advisor technology platforms and workflows is essential for efficient planning, rebalancing, and performance reporting, ultimately fostering long-term advisor-client relationships by enhancing trust through increased transparency and easy data accessibility. Our speakers will delve into how to: • Fast-Track Your Data Distribution: Streamline data distribution to advisors across the various technology platforms they are already using today with built-in recipient-specific data compatibility. • Amplify ROI: See the numbers for yourself to learn how streamlined data integration with ByAllAccounts provides a substantial return on investment for data providers. • Meet Regulatory Requirements for Advisors: Understand how to enable advisors to maintain their regulatory compliance by seamlessly incorporating data into their existing workflows.