EVP, Product Strategy Participates in WealthTech Today Podcast
LOS ANGELES – November 6, 2023 – EVP, Product Strategy, Richard Thoeny participated in recent WealthTech Today Podcast Ep. 208, “Elevating Client Engagement”.
Explore the industry-wide shift that did away with big stacks of paperwork and the role PreciseFP has played in facilitating e-signature capabilities nationwide.