HomeWealth ManagementRPA Conversations: Jeff Rosenberger | Wealth Control

RPA Conversations: Jeff Rosenberger | Wealth Control


Welcome to Wealth Control RPA Conversations, the place Fred Barstein, contributing editor for WealthManagement.com RPA Edge and CEO at TRAU, TPSU and 401kTV, talks with trade leaders.

As of late, Fred talks with Jeff Rosenberger, COO at trade main fintech file keeper Tenet and attendee on the 2023 RPA Document Keeper Roundtable in NYC, asking:

  1. How is Tenet’s “self-serve” choice running and what’s utilization?
  2. You urged that slightly than the trade tackling monetary literacy, that perhaps we will have to get started encouraging and supporting plan sponsors to undertake auto options. May you provide an explanation for?

 

 

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