Webinar – Register now: Re-defining client engagement for wealth management

Alessandro Tonchia, Co-founder and Head of Strategy of technology provider Finantix, talks to PWM’s Yuri Bender about how private banks and wealth advisers can deploy technology to improve the customer experience and facilitate more effective communication between relationship managers and clients.

The discussion will include:

  • Making the most of the ‘honeymoon period’ for new clients
  • Moving from compliance monitoring to enhancing real relationships
  • Allowing advisers to concentrate on adding extra value for clients
  • Customising commentary for goals-based wealth management
  • Utilising Artificial Intelligence for data capture and analytics
  • Delivering personalised services as demanded by clients
  •  

    Date: Wednesday, March 25, 2020

    Time: 11:30 AM Greenwich Mean Time

    Duration: 45 minutes

    Register now: https://bit.ly/3cLHK81