As the self-directed channel continues to grow, particularly among the newer segment of investors, it’s imperative for banks and brokerages to have a platform which is easy to use and provides a seamless end user experience.
Register today and join industry experts Chris Psaltos, Scivantage Vice President of Product Management, Sophie Schmitt, Wealth Management Analyst at Aite Group, and Jim Goodwin, President of Riperian for a BISA webinar event entitled “A Tactical Framework: Integrating the Online Channel into your Wealth Management Strategy” to be hosted on Wednesday May 14, 2014.
In this webinar, you’ll learn about:
-The latest trends and new technologies driving dramatic change in the online brokerage model
-Practical steps to delivering a unified wealth management experience
-Business planning guidelines for firms looking to establish or extend their online presence
-Essential elements to building a competitive platform and the blueprint for execution
A Q&A session will conclude this web-event, where we encourage your participation and feedback! Additionally, all participants will receive a complimentary copy of Aite’s latest research, “Extend Your Wealth Management Business with Online Brokerage.”