iNautix will be participating in INSITE 2009, Pershing’s Financial Solutions Conference. Visit us in the Exhibit Hall or attend one of our sessions to learn how technology can help you maximize your time and grow your business.
| Wednesday, June 3 | |
| 5:00 p.m. - 7:00 p.m. | Exihibit Hall Visit the iNautix booth for a demonstration of our paperless office and compliance solutions tools or to learn more about how we can help you leverage technology to maximize your time and help grow your business. |
| Thursday, June 4 | |
| 11:15 a.m. - 12:45 p.m. | The Power of Data: Identifying and Retaining Client Relationships Now more than ever, it is critical to focus on the clients who offer the most opportunity for growth. Learn how to leverage data to: identify clients who have untapped assets for you to bring under your management, understand the most appropriate products and services to up-sell and cross-sell, and uncover prospects who are similar to your best clients. |
| 1:45 p.m. - 2:45 p.m. | Leverage Technology to Maximize Client-Facing Activities Your day is best spent managing client relationships and growing your business. Technology can make a tremendous impact in your office if you take advantage of its full capabilities. Learn tricks and techniques for maximizing efficiency. |
| 5:00 p.m. - 7:00 p.m. | Exhibit Hall Visit the iNautix booth for a demonstration of our paperless office and compliance solutions tools or to learn more about how we can help you leverage technology to maximize your time and help grow your business. |
| Friday, June 5 | |
| 10: 15 a.m. - 11:15 a.m. | The Paperless Advisor: Increase Productivity and Improve the Client Experience Handling physical paper can be costly, time consuming, and require huge amounts of office space. Learn how going paperless can help you become more efficient and improve your client's overall experience. Hear firsthand from professionals, like you, who have worked with Pershing and iNautix to make the transition and have seen the benefits to their businesses. |
| 11:30 a.m. - 12:30 p.m. | The Paperless Advisor: Increase Productivity and Improve the Client Experience Handling physical paper can be costly, time consuming, and require huge amounts of office space. Learn how going paperless can help you become more efficient and improve your client's overall experience. Hear firsthand from professionals, like you, who have worked with Pershing and iNautix to make the transition and have seen the benefits to their businesses. |
An interview with Marc Butler, Managing Director, Business Development, iNautix (USA) LLC