2pm GMT Wendesday 27th November Disrupt & Advance - Going Digital: How technology is transforming the customer and advisor experience in Wealth Management

Please join Coutts, Signia, JDX and our hosts Comarch, for a panel discussion on how Wealth Management is “going digital”, discussing the new tools that are transforming the client and advisor experience, and how to win new clients, and retain existing ones.

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. Register now for this webinar to find out more about the digitalisation of the client and advisor experience in the wealth management industry.

 

Panellists:

  • Anna Sacha – Business Solution Manager, Comarch
  • Greg Malone – Head of Wealth Management, Signia
  • Anu Gurm – Head of Financial Planning & Advice, Private Banking Services, Coutts
  • Maureen Spare – US Director Consulting Services Sales & Delivery – Capital Markets – Wealth & Asset Management, JDX Consulting
  • Michael Imeson (Moderator) – Contributing Editor, The Banker, FT Group

Register for the event

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