Connect with a financial advisor: 833-346-5433
Connect with a financial advisor

FinLife® CX Discovery Day

Join Us in Person for a Day of Discovery Event

Understand what FinLife CX can mean to your firm. Exchange ideas with industry colleagues and participate in a discussion with United Capital Founder and CEO, Joe Duran, on the indispensable role of the human advisor.


Register Today

Let us know if you'd like to join one of our upcoming hosted FinLife CX discovery events. Space is limited.

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Questions? Contact Chandi Maharaj at or (972) 822-2348.

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