Disrupt & Advance - Digital Transformation in Wealth Management - How technology is satisfying the needs of the affluent across all generations
Listen to David Derenik of Unicredit, Carol Ward of Man GLG, and Dominik Lyzwa from our hosts Comarch, discussing digitalisation of wealth management, how technology is improving the experience of both the customer and advisor, satisfying the needs of today’s affluent and improving services internally, moderated by Michael Imeson – Contributing Editor of The Banker.
Global wealth creation continues apace – the rich are getting richer and there are more of them. At the same time, wealth management is becoming more technology oriented, including the client/advisor relationship. Most clients are taking their wealth management experience online across multiple devices, but personal contact with advisors remains important. That is why advisors have become more digitally enabled and better connected than ever before.
David Derenik
Carol Ward
Dominik Lyzwa
Michael Imeson
Comarch Financial Services
Wealth management is becoming increasingly digitalized, changing the experience of customers and advisors alike. Learn how tech is transforming the industry in a white paper by 5 experts from across the markets.
Banking that matters
UniCredit is and will remain a simple successful pan-European Commercial Bank, with a fully plugged in CIB, delivering a unique Western, Central and Eastern European network to its extensive client franchise.
A Tale of Two Companies
Man GLG is a leading discretionary fund manager that delivers absolute return and long-only investment strategies across asset classes, sectors and geographies.
