The needs of the retail investor are rapidly changing as technological advances continue to push the boundaries of investment transparency, and social interaction. With increased competition, the race for investor assets has never been more intense and it has financial institutions searching for new and innovative ways to transform their online investment experience. From advanced portfolio analytics to community-based social investing initiatives, firms that are able to capitalize on this dramatic shift will realize game-changing ROI.
Join industry experts Ashley Globerman, Analyst, Celent, and Greg Alves, Senior Vice President, Investment Analytics, Scivantage, on Thursday, September 18th, as they discuss the evolving expectations of the retail investor and the technology imperatives firms face in order to remain competitive.
In this complimentary webinar, you’ll gain:
- -Insight from Celent’s latest research into the evolving state of the retail investor landscape
- -A focused outlook into technology’s substantial role in connecting firms with their tech-savvy clients
- -Expertise on streamlined processes for delivering premium analytics and reporting solutions to a broader client base
- -An introduction to Scivantage’s new performance reporting platform, SqopeTM
A Q&A session will conclude this web-event, where we encourage your participation and feedback!