March 2024: What’s new with Mobile Assistant?

by | Mar 4, 2024

The snow is melting, the birds are chirping. Could it be that spring is finally on the horizon?

As we eagerly await the blossoming of spring, now is the perfect time to breathe new life into your financial advisory firm’s processes – like learning how open APIs can bring efficiency to your tech stack.

Content Roundup

Miss any of our recent blogs? Keep yourself updated with ways to leverage your technology solutions and improve your operations with these insights.

Enhancing CX

Enhancing CX: Why Open APIs Lead to Better Client Experiences

Are you grappling with the challenge of managing multiple platforms in your financial advisory firm’s tech stack?

Seamless data exchange is key, and open APIs are the answer. Learn how these interfaces can bridge the gap between your critical platforms and enhance the overall client experience in our latest blog post.

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Where is the Elephant?

This year is shaping up to be a big year for our team on the road as we join forces with Redtail to open each Redtail University in 2024. 

Here are some of the places you can expect to see us this year. Will we be near you?

  • Orion Ascent, San Diego, CA: March 12th-15th 
  • Charlotte, NC: May 14th 
  • Chicago, IL: June 25th-26th 
  • Philadelphia, PA: August 20th-21th 
  • Kansas City, KS: September 24th
  • Phoenix, AZ: October 15th
  • Dallas, TX: November 12th-13th

Orion Ascent 2024

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