Wealth Management’s Digital Disruption: Tackling Your Digital Transformation

As wealth management client preferences continue to shift, firms have an opportunity to embark on digital transformation initiatives to improve their entire operating model. Making digital transformation a priority now means your firm stays compliant, reduces operating costs, lowers risk, and ensures more effective sales execution.

Aite Group recently conducted a study that looks closely at the digital communications initiatives of financial advisors. Their findings show that over 53% of advisors are prioritizing the creation of more self-service tools that can be leveraged on-demand by clients, indicating that advisors recognize the need to adopt technology to find and keep next-generation clients.

What specific effects will digital transformation have on your firm? Aite Group and Seismic have partnered together to present the findings from their latest report: Advisor Content Marketing and Sales Enablement: Empowering Connections. 

In this webinar, you’ll learn:

  • How your digital transformation will result in more effective sales and marketing, create operational efficiencies, reduce costs, and enable compliance 
  • The integral role sales enablement plays in your digital transformation, where it lies in your tech stack, and how it will help your advisors better engage with clients and prospects 
  • How your digital transformation will improve Sales and Marketing alignment


Click here to register for this webinar!



March 22, 2018
Thursday, March 22, 2018 at 2 p.m. ET

Isabella Fonseca is a senior member on Aite Group’s Wealth Management team. Isabella has over 20 years of experience as an international consultant to companies in North America, Europe, and Latin America. She specializes in the wealth management market, advising banks, brokerages, asset management firms, insurance companies, and technology firms on business, product, and technology strategy. Isabella brings to Aite Group a deep understanding of the financial services marketplace and structure as well as technology solution knowledge in the wealth management industry across regions.