Unifying the Advisor and Investor Experience: The Rise of Client-Centric Wealth Management

march_aite_webinar_03102015As the wealth management landscape continues to evolve with new technologies and user expectations, investments in client-facing technology have taken new precedence. Investment firms, faced with changing client profiles and technological advancements, are reevaluating their technology strategy in order to successfully engage investors and advisors. This latest webcast with Aite Group, “Unifying the Advisor and Investor Experience,” examines the new competitive pressures facing wealth management firms, and provide valuable insights to differentiate and grow your firm’s service models.

Key topics include: Insight into financial management behavior across generations; a look into the latest technology trends, business drivers and differentiators, including cross-channel capabilities and big data analytics; and expertise on developing and maintaining a digital-enabled, client-facing platform

Learn about the latest in client-centric wealth management.

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