Industry Innovation Lunch 1: Digitizing Wealth Management: Trends, Challenges and Business Opportunities
General Manager North America, Appway
Senior Consultant, Appway
In the Digital Age, wealth managers and financial services providers need to adopt flexible, customer-centric business models which serve clients via multiple interaction modes – digitally, physically, or a combination of the two. This requires harnessing technology that simultaneously automates work, caters to client needs and wants, and also allows employees to effortlessly collaborate with one another. In this live demonstration, learn how to drive engagement throughout the digital transformation journey, while ensuring compliance to current and future regulations.