The wealth management industry is faced with an evolving landscape of generational shifts, changing client expectations, regulatory pressures, and technological advances. In light of these unprecedented changes, firms are heeding the call for differentiation, enhancing their trading platforms and dedicating resources to continuous digital strategy innovation.
Register today and join industry experts Isabella Fonseca, Research Director at Celent, and Chris Psaltos, Vice President, Product Management at Scivantage as they discuss the research and best practices, providing your firm with valuable insights to differentiate and grow your online brokerage channel.
In this webinar, you’ll gain:
- >An online brokerage market update on key trends, growth drivers, and revenue opportunities
- >Competitive insight on the latest technology trends, developments and differentiators, including social media and client education tools
- >Expertise on developing and maintaining a best-in-class platform