Digital Transformation in Wealth Management
– How technology is satysfying the needs of the affluent across all generations

If you want to know more about:

  • How do wealth managers strike the right balance of digitization?
  • Could too much focus on digital channels at the expense of the personal touch alienate older clients?
  • Automating the client experience: natural language processing, voice assistants & chat bots, gamification, predictive data analytics, artificial intelligence (AI)
  • Automating the advisor experience: prospect management, customer due diligence and account opening, portfolio modelling and asset allocation


Tune in to learn how technology is changing the nature of wealth management and the client/advisor relationship.

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