Webinar Recap: Unifying the Advisor and Investor Experience

Rise of Digital WM IGAs 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.

In light of these client-centric demands, Scivantage recently teamed up with Aite Group for a webinar examining the current wealth management space, with a detailed look into the trends that are shaping tomorrow’s technologies. In “Unifying the Advisor and Investor Experience: The Rise of Client-Centric Wealth Management,” industry experts Sophie Schmitt, Senior Analyst, Wealth Management at Aite Group, and Chris Psaltos, Vice President, Product Management at Scivantage discussed the new competitive pressures facing wealth management firms, and how firms can best differentiate and grow their service models.

Referencing the latest data on client acquisition, digital wealth management service models, and expanding client-facing offerings, this webinar highlights the overarching need for change in client engagement at full-service firms. In addition to enabling digital service, firms must also evaluate how to augment this service with unique data, tools and insights. The webinar offers key insights into:

  • -Reassessing financial management behavior across generations
  • -Meeting technology trends, business drivers and differentiators, including cross-channel capabilities and big data analytics
  • -Developing and maintaining a digital-enabled, client-facing platform

Missed the webinar? Download the full webcast below.


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