Under pressure from all sides – from clients and competitors to regulatory bodies and global events – wealth managers must transform their business models to boost growth and profits while exceeding client expectations.
Disruption will define this decade. The market will keep evolving, new competitors will emerge, and the workplace will continue to morph. Technology will keep advancing, driving efficiency and innovation, but it will also increase risk as cyber fraud rises. What are you doing to address these disruptors?
Join FIS’ webinar to learn:
- What growth strategies wealth providers are focusing on
- Actions you can take to future-proof your growth models
- How fintech can help you execute your strategies successfully
Sponsored by
CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Melissa Cullen
Global Head of Strategy, Wealth and Retirement
FIS
David Bodamer - Host
Executive Director of Content & User Engagement
Wealth Management Real Estate