Marcus Evans is hosting the 2nd Edition of the Digital Transformation in Wealth Management conference in San Francisco. In a constantly evolving marketplace it is imperative to keep up to date with the latest technology. This event aims to showcase new processes in the digital world. Topics covered include, optimizing Customer Relationship Management (CRM) databases via the use of Artificial Intelligence (AI), and robo-advice, to personalise wealth management services to expanding client bases. Wealth Managers can expect to leave with an increased knowledge base in financial aggregation tools and Know Your Customer (KYC) compliances. Sign up today via the website!

Conference website