Listen to Anu Gurm of Coutts, Greg Malone of Signia, Maureen Spare of JDX and Anna Sacha from our hosts Comarch, discussing how Wealth Management is “going digital”, and the new tools that are transforming the client and advisor experience, and how to win new clients, and retain existing ones, Moderated by Michael Imeson – Contributing Editor of The Banker.

Wealth management is becoming increasingly digitalised, with more clients wanting to interact with their wealth managers through online channels, especially mobile. Some firms have gone further down this path than others, but around the world, in emerging as well as in established markets, there is a race to go digital and provide a truly seamless digital client experience. But going digital is also about improving the advisor’s experience. A well-trained, willing and technologically-enabled advisor workforce is essential for the provision of high-quality client service.