Webinar

Thursday, June 27, 2019 | 10 a.m. ET

Digital Wealth Management: Customizing the Investor Experience

The widespread awareness and appeal of robo-offerings have cascaded across the financial services industry; as a result, wealth management firms face mounting pressure to recast their business models around digital client engagement. On the surface, this digital transformation appears to be impacting the front office only, but firms quickly realized that they need to rethink their operating business models and make the leap to a digital future.

Register today and join Aite Group research director Alois Pirker, senior analyst Dennis Gallant, and Refinitiv Global Head of Wealth Management Digital Solutions Christopher Sparke for this live webinar to understand how leading financial institutions are digitally enhancing client experience while identifying ways to improve the advisor effectiveness. Our experts will discuss:

  • How the emerging customer service paradigm is requiring wealth managers to adjust
  • The evolution of wealth management product offerings for the investors and advisors
  • Operational efficiency in response to pricing pressure and continuously evolving service expectations

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If you have a question specific to your industry, talk with an Aite Group analyst.  Call us today to learn about the benefits of becoming a client.

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