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How to Harness Digital Wealth Management to Connect with Next-Gen Clients while Driving Efficiency and Growth

Session Speakers
Session Description

Why Attend
Delve into the impact of robo-advising on wealth management and how your firm can ride the wave to drive growth and connect with clients. As robo-advice becomes the norm, advisors need to develop a clear sense where digital plugs into the traditional.

Session Details
The wealth management industry has won the robo-advisor revolution, says one global research firm, but the effect of robo-advising on how firms operate and connect with clients is still in the nascent stages.

The largest investment firms worldwide are now deploying digital wealth management strategies with their retail and high-net-worth clients. Gain a unique perspective on how this innovation has changed the nature of your business and what you can do to adopt digital wealth technology and stand out from the competition. This session will cover how to:

  • Leverage the technology in light of the fiduciary standard and new client expectations
  • Integrate it as a channel strategy and manage brand issues
  • Use innovation as a transformation strategy and differentiator to drive growth, efficiency, and client connection

Additional Information
CPE-1.5 hrs
Education Session
1h 15m
Session Schedule