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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Type: 
Webinar
Date: 
June 27, 2019
When: 
Thursday, June 27, 2019 | 10 a.m. ET
Speakers: 

Dennis Gallant is a senior analyst for Aite Group’s Wealth Management practice focused on advisor investment/annuity/product distribution and wholesaling, advisory services/managed accounts, financial planning and advice delivery, retirement income, advisor recruitment and retention, annuity and asset management product development, and advisor practice management. He has covered the financial advisor market for over 20 years and has specific expertise regarding independent advisors, including registered investment advisors (RIAs) and independent and insurance-affiliated broker-dealers.

Alois Pirker is the research director for Aite Group's Wealth Management practice, specializing in trends in the wealth management market. He has published extensively on topics including digital transformation in wealth management, the registered investment advisor space, financial planning, separately managed accounts, and advisor-focused platforms and tools.