This webinar, hosted by Mario A Bassi, The Wealth Mosaic’s Senior Advisor and Lead Business Development APAC, features Sean West, Executive Director and Head of Wealth Management at Macquarie Group, Geoff Lloyd, Former CEO of MLC and Perpetual, and Yaela Shamberg, Co-Founder and Chief Product Officer at InvestCloud.
The panel breaks down the key elements of creating a solid digital client experience in the modern wealth management space. Other industries have already shown how technology can keep them connected to a younger, more tech-savvy demographic. And to ensure that these new generations are technologically educated, 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.
