Insight & Research / Wealth Management

The future of wealth management isn't automated or robotic, it's personalised.

That's a big challenge for wealth managers when lower fees, time pressures and legacy technology are making the delivery of a bespoke client service so much harder to do and justify. 

So how can wealth managers provide a client service that feels highly personalised, yet is actually very cost effective and practical to deliver? 

In an exclusive webinar with Investment Week we got together our top wealth management strategist, Simon New, along with leading digital transformation expert David Aston of consultancy EY, and Etienne de Merlis of investment and wealth management house, Signia Wealth to discuss the personalised future of wealth management.

Now available on demand, watch now to hear their expert insights on:

  • how to achieve business growth with a client centric proposition that's repeatable and scalable across multiple segments and markets.
  • where to best focus your time, resources and investment for the most immediate and future gains.
  • the latest thinking, technology and tools available to support a mass personalisation strategy.

 

 

Watch on demand now

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