Disrupt & Advance Webinar – How tech is transforming the customer and advisor experience in Wealth Management

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.

Anna Sacha

Greg Malone

Anu Gurm

Maureen Spare

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.

To find out more fill in your details to download the white paper.

    Home of Private Banking

    Coutts & Company is a private bank and wealth manager. Founded in 1692, it is the eighth oldest bank in the world. Today, Coutts forms part of RBS Group’s wealth management division.

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    In tune with institutions

    Signia is a private investment office that finds fresh but secure ways to manage money so that entrepreneurs can enjoy their wealth. They create investment strategies that work for individuals and institutions.

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    JDX is a global consulting company specialising in aligning bespoke, flexible resourcing solutions to financial services clients in areas of change management, remediation, technology and advisory projects. 

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