Upcoming Bank Brokerage Executive Roundtable, “Client Experience Matters: The Case for Driving Growth in the Self-Directed Investment Channel”

Scheduled for Thursday, April 4th at the Metropolitan Club, this Bank Brokerage Executive Roundtable will go beyond theory to discuss how forward-looking banks are leveraging the self-directed investment channel to support their Wealth Management strategy. Following two thought-provoking roundtable discussions on the emerging bank brokerage trend and a tactical approach on how to maximize it, this next installment will review specific case studies of bank brokerages that have successfully transformed their overall client experience and positioned themselves for long-term growth. Hear directly from these executives on their successes, challenges and resulting best practices.

This Bank Brokerage Executive Roundtable is an invitation-only event hosted by Scivantage. Contact Elise Birkmeier if you’d like to participate in this exclusive event discussing success stories and the latest trends affecting your business, including:

•  Defining the multi-channel client experience
•  Advancements in mobile investing technology
•  The emergence of social media and its long-term impact
•  Bank/brokerage integration case studies

This event will bring together senior bank and financial services executives who have responsibility for online investments, bank platform/product delivery channels, brokerage marketing and the overall client experience.  In this peer-level format, commonalities are discussed, revenue-generating ideas developed, and best practices shared via interactive discussion guided by industry leading experts.

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