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Digital 2.0: Combining Human and Digital Elements in Client Interactions

Session Speakers
Session Description

Why attend:
Discover how your clients can benefit from an approach that combines digital tools with a personal touch geared to their specific needs. 

Session details:
Technology has made it easier to onboard clients, reduce paperwork, and increase transparency. It has also created new business models, such as crowdsourcing and robo advising, as well as reduced the cost of serving clients, lowering the barrier to entry for financial advice. But now we are moving towards a new phase of transformation focused on blending physical and digital interactions to add value. Join subject-matter experts as they discuss:

  • The importance of tailoring personal and digital interactions to meet clients’ lifestyle needs
  • Why the quality of interaction and the authenticity of advice are more important than speed and convenience
  • The opportunities and challenges advisors face in scaling personal service

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