Friday, November 25, 2022
HomeWealth ManagementHow Progressive Wealth Managers Use Know-how to Drive Development

How Progressive Wealth Managers Use Know-how to Drive Development


Wealth advisors are coming into 2023 with a pointy give attention to their purchasers’ wants throughout a time of elevated market volatility. As they take into account their know-how spend, enhancing the consumer expertise has turn out to be a prime precedence for advisory corporations. This pivot marks a change from the back-office investments which have largely dominated their know-how spending up to now few years.

Not all corporations method know-how spending the identical manner. These which are more likely to turn out to be early adopters of recent applied sciences are typically happier with the outcomes they obtain than different corporations. Typically, the extra corporations have been in a position to substitute their core and back-end applied sciences with extra streamlined, environment friendly, automated methods, the additional alongside they’re within the journey towards producing a superior client-facing expertise. Be part of us as our trade specialists evaluate expectations for know-how funding in 2023 and talk about the methods these investments are—or are usually not—aligned with their enterprise wants. Subjects will embody:

  • The enterprise targets driving corporations’ know-how methods
  • How revolutionary corporations are utilizing know-how to drive greater returns on their funding than their friends
  • What instruments and applied sciences advisors can use to enhance the consumer expertise
  • Up to date know-how traits throughout the advisor trade

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

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Mark Bruno – Moderator

Managing Director, Wealth Administration

Informa Join

 

Kristin Letourneau, PhD

Vice President, Analysis

Informa Interact

 

Brandon Roth

Senior Mission Advertising and marketing Supervisor

Invoice.com

 

 

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