Unlocking Digital Opportunities to Boost Client-Advisor Relationships

It's been more than three years since thepandemic forced wealth firms to accelerate their tech adoption plans, but the momentum toward digital isn't expected to fade anytime soon. 

With retail investors' appetite for virtual interactions firmly entrenched, the pressure is on to deliver personalized communications that consider clients' specific financial needs and priorities. The uncertain economic and market environment also heightens the need for advisors to maintain existing relationships, onboard new clients seamlessly, and provide proactive rather than reactive service.

In this webinar, David Breakstone -Managing Director, Global Wealth and Asset Management Industry Consulting, discussescurrent and evolving frontiers in the wealthtech space, including:

• The digital personalization of wealth advice
• How technology can help identify qualified prospects at every stage of the investment lifecycle from accumulation to retirement
• Using unified account views to deliver more holistic, household-level investment planning and advice
• How to improve the employee and the investor experience through workflow automation, data management and personalization at scale