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Delivering Actionable Insights: How Wealth Managers Can Leverage Technology and Data to Meet Client Demands

Tuesday, June 9, 2020 | 2:00 PM Eastern Daylight Time

Now, more than ever, it is critical to meet your clients’ demands for more transparency and personalized information. Leveraging legacy technology and widely-available market data alone cannot provide the actionable insights advisors need—and transparency current clients and the generation of clients on the receiving end of the great wealth transfer underway will and already expect. Join Doug Fritz, President and Founder of F2 Strategy and Alex Perovic, Head of Strategic Initiatives & Digital at RBC Wealth Management as they discuss how wealth managers are evolving to support these growing client expectations.
 
Attend this webcast and walk away with a better understanding of:

  • The major pain points being experienced in the field between the advisor and the client and how can we overcome these
  • Which data, analytics, and technology are critical to success for wealth managers in today’s market
  • Why an engaging online experience is key to effective and efficient client communication
  • How to leverage technology for today and prepare for the next generation of clients

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

 

Doug Fritz - ModeratorDoug Fritz
Founder
F2 Strategy

 

Alex Perovic
Head of Strategic Initiatives & Digital
RBC Wealth Management

David Armstrong - Moderator

David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com

 

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