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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.

Fieldiscoveryday

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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 chandi.maharaj@unitedcp.com or (972) 822-2348.

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