DIGITAL WEALTH MANAGEMENT: CUSTOMIZING THE INVESTOR EXPERIENCE

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The widespread awareness and appeal of robo-offerings have cascaded across the financial services industry; as a result, wealth management firms face mounting pressure to recast their business models around digital client engagement. On the surface, this digital transformation appears to be impacting the front office only, but firms quickly realized that they need to rethink their operating business models and make the leap to a digital future.

View this webcast on-demand to understand how leading financial institutions are digitally customizing and enhancing client experience while identifying ways to improve the advisor effectiveness. Our experts will discuss:

  • How the emerging customer service paradigm is requiring wealth managers to adjust
  • The evolution of wealth management product offerings for the investors and advisors
  • Operational efficiency in response to pricing pressure and continuously evolving service expectations

SPEAKERS
 
Alois Pirker, Research Director, Wealth Management at Aite Group
Alois Pirker is a research director at Aite Group, specializing in trends in the wealth management market. He has published extensively on topics including the registered investment advisor space, financial planning, separately managed accounts, and advisor-focused platforms and tools. 

Dennis Gallant, Senior Analyst, Wealth Management at Aite Group
Dennis Gallant 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.

Christopher Sparke, Global Head of Wealth Management Digital Solutions at Refinitiv
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 over 12 years in various strategic roles, from managing the advisory and investment business for Europe and expanding buy-side capabilities, to financial and risk market development.
  • Refinitiv Wealth Management Solutions provide seamless integration across front, middle, and back office workflows that enable better informed decisions, timely communication, and relevant insights. Our tools empower your financial advisors to be more informed, more efficient, and more engaged with their investor clients. Learn More >

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