The wealth management industry is still trying to tap into new market segments, provide holistic, immersive wealth experiences and digitalize front and back office process. This event, organised by Marcus Evans, will provide wealth managers with the tools to do so. From building responsive ecosystem and utilizing technology for investor guidance and benchmarking to developing strategies for reaching HNWI and the mass affluent. Attendees will learn and discuss the best practices for increasing profit, client base and quality of advice via new and established technologies.
Conference website3rd Edition Digital Transformation in Wealth Management (New York City) 4-6 Feb 2019
Listed in: Investment Consultants Conferences, Other Institutions Conferences, Private Wealth and Family Offices Conferences, Institutional Asset Managers Conferences, Investment Process Conferences, Back Office and Custody Conferences, Stock Selection and Analysis Conferences, Quant and Tools Conferences, Markets Outlook Conferences, Stocks and Sectors Outlook Conferences, Regulation and Compliance Conferences, Investment Technology Conferences.