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Explore expert insights on optimizing data, streamlining compliance, and enhancing efficiency in financial services. Practical strategies to grow your business and improve client experiences.
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Building a Community of Financial Experts Together
Discover strategies to navigate complex data management, enhance compliance, and streamline client onboarding. Explore the benefits of smart forms, automated workflows, and optimized account opening processes to improve back-office efficiency and stay ahead in the evolving financial services landscape.
Video: Why Forms Logic Focuses on Wealth Management
Why Forms Logic Focuses on Wealth Management with Rick Burgess on The Customer Wins Podcast Rick Burgess, CEO…
Panel Discussion: Navigating the Complexities of Managing Data
We were privileged to moderate a thought-provoking panel discussion at the Q4 Top RIA Forum in Dallas, held at the prestigious Omni Las…
WEBINAR SERIES
Presented by Finlocity
Forms Logic participates in the XCELLR8 Summit series of webinars to financial services. Learn more from each of the webinars below:
FINLOCITY VIDEO
Straight Through Processing for Alts
During the XCELLR8 Alts Investing Online Summit by Finlocity, Rick Burgess presents information on how Alternative Investment Products can be integrated into the Navigator Platform for easier processing.
FINLOCITY VIDEO
Digital Processing of Alts for Improved Compliance
Learn from the latest presentation by Rick Burgess from the XCELLR8 Bank & Trust Summit. Discover the advantages of using digital management of forms processing to help you achieve compliance in your processes.
FINLOCITY VIDEO
RIA Transitions Made Easy
At the XCELLR8 RIA & WealthTech Online Summit presented by Finlocity, Rick Burgess discusses how to enable easier transition of new clients into your paperwork.
FINLOCITY VIDEO
Harvesting the Benefits of Next Gen Smartforms
For the the XCELLR8 Advisor FinTech Online Summit, Rick Burgess showcases how to improve your automated paperwork processes.
FINLOCITY VIDEO
New Account Opening From 50k Feet
Rick Burgess, featured on the XCELLR8 BD Operations Online Summit from Finlocity, highlights how Broker-Dealers can take benefit from using the Navigator Platform for back-office processing.