Other industries have already shown how technology can keep them connected to a younger, more tech-savvy demographic. This generation has grown up with the internet and mobile technology at their fingertips, accustomed to a certain level of access, control, transparency, and on-demand service. For wealth management to stay relevant to the younger, digital-native demographics, it is imperative to look through their lens, making things intuitive, and creating experiences that are meaningful while giving them just the right amount of choice and freedom.

In parallel to meeting the needs of digital natives, the Australian Government has set a roadmap to become a world-leading digital economy and society by 2030. Its roadmap is that in addition to all businesses going digital, all Australians must have access to digital skills and technology and have integrated data and technologies that make life easier. But the Australian wealth management industry seems to be way off this as a generic aim – and even less close to being able to deliver it as a client experience within a wealth management context.

In this webinar, we’ll be hosting a discussion on how to create and deliver a digital first, client-centric and personalised experience to Australian clients and draw from experience in other wealth management centres.

Hosted by The Wealth Mosaic’s Senior Advisor & Lead Business Development APAC, Mario A Bassi, and featuring Sean West, Executive Director, Head of Wealth Management, Macquarie Group, Geoff Lloyd, Former CEO, MLC & Perpetual, Yaela Shamberg ,Co-Founder & Chief Product Officer, InvestCloud, this webinar will break down the key elements of creating a strong digital client experience in the modern wealth management space.

Click here to register.