Becoming a trusted advisor has been the goal of every wealth management firm. The pandemic exposed the gap between companies that were designed to handle adversity versus those that were not. Client expectations of advisory services is evolving to cover more of their financial life beyond just investments, but including liabilities, expenses, insurance, property as well as intangibles such as trust, security, and access to exclusive marketplaces of products and services.
New technology is enabling advisors to meet expanding client expectations, creating opportunities for engagement regardless of the size of a client’s personal wealth. Also, the use of artificial intelligence is enabling big data-driven solutions that deliver hyper-personalized service at scale. Wealth management firms that fail to keep up with these evolving trends risk being left behind in a fast-moving market
The key learnings / insights you'll gain from this webinar include:
- What are the key WealthTech trends that are disrupting the wealth management industry
- How Artificial Intelligence (AI) is revolutionizing the way wealth management firms interact with clients and prospects
- How the key market leaders are diversifying and leveraging technology to gain a competitive advantage
Sponsored by
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Craig Iskowitz
CEO and Founder
Ezra Group
David Armstrong - Host
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com