WEBINAR
WED, AUGUST 13TH, 1PM EST / 10AM PST
Precision at Scale:
Centralizing Operations While Reducing Errors
Join us for a live walkthrough of Navigator, Forms Logic's powerful workflow platform for advisors and operations teams. Learn how firms are centralizing data, reducing NIGOs, automating forms and approvals, and eliminating back-office chaos—without sacrificing flexibility or control.
FEATURED SPEAKERS
Rick Burgess, CEO
Jennifer Sauter, EVP
You'll learn how to:
- Slash NIGOs and rekeying
- Streamline advisor workflows
- Scale through firm changes
- Get human-first support
- Integrate CRMs, custodians, and e-sign vendors