This webinar was part of a series focussing on Wealth Management, brought to you by ditto and Comarch. The next webinar in the series will be in January.
Wealth management is becoming increasingly digitalised, with more clients wanting to interact with their wealth managers through online channels, especially mobile. Some firms have gone further down this path than others, but around the world, in emerging as well as in established markets, there is a race to go digital and provide a truly seamless digital client experience.
But going digital is also about improving the advisor’s experience. A well-trained, willing and technologically-enabled advisor workforce is essential for the provision of high-quality client service.
Get acess to the webinar and find out more about the digitalisation of the client and advisor experience in the wealth management industry.
Panellists Anna Sacha - Business Solution Manager, Comarch
Greg Malone - Head of Wealth Management, Signia
Anu Gurm - Head of Financial Planning & Advice, Private Banking Services, Coutts
Maureen Spare - US Director Consulting Services Sales & Delivery - Capital Markets - Wealth & Asset Management, JDX Consulting
Moderator Michael Imeson - Contributing Editor, The Banker, FT Group
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