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Meredith Connell

Meredith Connell is Product Manager, Account Operations, responsible for the strategic direction of operations tools used to open, edit, fund, and act on investment accounts, emphasizing reduced manual and repetitive tasks for home offices and advisors through automation.
Illustration of digital onboarding.

Advice360°: How Digital Onboarding aids wealth advisors

February 28, 2022

Advice360° | Technology | Wealth management

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