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How can you compete with robo-advisers? Automate, automate, automate!
Every hour an adviser spends manually filling out new account forms, tracking down approvals or collecting client signatures is time he can't spend building his book.
Girard Securities, a full-service broker/dealer that supports approximately 250 financial advisers, leverages sophisticated technology to automate document-driven processes such as new account on boarding, asset movement, advertising approvals and more. Watch the video to learn how Girard automated its blotter process.
Originally seen on InvestmentNews.