Schwab IMPACT Cloud Technology Roundtable
November 2014
While at Schwab IMPACT in Denver, Marie Swift, a frequent contributor to several industry publications, sat down with five financial services professionals. During the 60-minute roundtable discussion participants presented their insights regarding cloud technology, including its challenges and opportunities for financial advisors. The video segments below, along with the White Paper Transcript, highlight their astute comments.
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| cloud_technology_roundtable_rss_schwab_2014_final.pdf |