Rising compliance demands, changing client expectations and behaviors, broader and more complex financial products, challenging financial markets, aging advisors, rising costs across the business, fee compression, and more. The wealth management sector is highly attractive but also facing a broad set of challenges.
Join our Co-Founder, Stephen Wall as he hosts expert panelists Ryan George, Chief Marketing Officer at Docupace, David Schug, Vice President, New Business Development, SEI Wealth Platform, North America at SEI, and James Marks, CEO at WealthHub Solutions, to consider how technology can support US wealth management firms to drive and deepen efficiencies in their businesses with technology.
With our panelists we examined which drivers are at play in demanding efficiency, where the market is in its use of technology to support its efficiency needs, how technologies can be better used by firms to generate and deepen efficiencies in their business, which areas of their businesses should be the focus, and much more. Technology in and of itself is not necessarily the answer but the intelligent deployment of the right technologies in the right framework can make huge a difference.
