Webinar

• 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

Download

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