Navigating Wealth Trends in Uncertain Times
As the world grapples with the coronavirus pandemic and comes to terms with its wide and far-reaching implications, global wealth managers have had to quickly recalibrate and adjust to a new reality, the likes of which none have ever experienced. Almost overnight, the pandemic has forced firms to recast their business models more tangibly around digital client engagement.
Join this webcast to understand where leading financial institutions stand today in their ability to respond to their clients' needs in a time of heightened stress and what capabilities will be essential for successfully weathering the current COVID-19 crisis situation.
What you'll learn:
- How wealth managers need to adjust in a world of social distancing
- How to support your advisors in demonstrating value-add to clients, identify clients at risk, and prioritize communications
- Operational scale in response to heightened market volatility and client requests
Click here for insights on the rest of the Moving Beyond Turbulence Series.
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Meet our speakers
Christopher Sparke
Global Head of Advisory Solutions
Refinitiv
In this role, Christopher is focused on the entire wealth management workflow, working with technology, cloud capabilities, AI and unstructured content to support the digital transformation for wealth managers. He has been with Refinitiv for more than 12 years in various strategic global roles, from managing the advisory and investment business for Europe to expanding buy-side capabilities to financial and risk market development.
Alois Pirker
Research Director, Wealth Management
Aite Group
David is responsible for the commercial interests of Refinitiv's Quant and Data Feeds business in the Americas. He started his journey with Thomson Reuters and Refinitiv over 10 years ago. With a high degree of revenue accountability at it's core, he develops the execution plan bringing together Marketing campaigns, Sales targeting, and Commercial execution. He is passionate about solving problems at the intersection of business, innovation, and financial technology.
Dennis Gallant
Senior Analyst, Wealth Management
Aite Group
Dennis has covered the financial advisor market for over 20 years and has specific expertise regarding independent advisors, including registered investment advisors (RIAs) and independent and insurance-affiliated broker-dealers. Before joining Aite, he managed his own research and consulting practice for the financial services industry.
Refinitiv, is one of the world’s largest providers of financial markets data and infrastructure. Serving more than 40,000 institutions in approximately 190 countries, we provide information, insights, and technology that drive innovation and performance in global markets. Our 160-year Reuters heritage of integrity enables customers to make critical decisions with confidence, while our unique open platform, best-in-class data, and cutting-edge technology bring greater opportunity to our customers. By advancing our customers, we drive progress for the entire financial community.
Refinitiv
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