Join us as experts in wealth management discuss how firms can adapt and adopt as the next wave of technology innovation comes into the marketplace.
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Over the last ten years, digital disruption has had a profound impact on all industries, with the pace of innovation showing no signs of slowing down. However, financial services continue to track behind other industries. Many would argue that this is due to a stifling regulatory environment, while others would say that incumbent financial services organizations are too big and complex to meet the required pace of change. Regardless of the rationale, it makes financial services a prime target for innovation and disruption.
Join us as experts in wealth management discuss how firms can adapt and adopt as the next wave of technology innovation comes into the marketplace, including:
Adoption dilemmas
Evolution of financial advisor platforms
Digital maturity
Advisor platforms of the future
What’s next in client/advisor interaction
The power of automation
