Expectations are changing and in, wealth management, how clients expect their wealth manager to communicate with them is changing too. Paper-based reports, delivered quarterly, lacking interactivity, no drill-down, not personalized, sent by post, an annual in-person meeting to discuss performance, and so on? This is yesteryear and then some, but it still very much lives on for many wealth management clients. Digital delivery, App-based, 24/7 access, personalized storytelling, content and broad sets of relevant data, drilldowns and look through, secure and compliant, even ESG-focused by removing paper and travel from the model, this is a modern client communication model. But is the wealth management sector there?
In this live webinar, Stephen Wall, Co-Founder of The Wealth Mosaic aimed to find out. Stephen was joined in this session of our WealthTech Talks by Christopher Ansara, Founder & CEO of London-headquartered RegTech firm, ALT/AVE, Mark Trousdale, Chief Marketing Officer & EVP at InvestCloud and Jonathan Gane, Chief Sales Officer at InvestSuite. Stephen asked them to provide an overview of what is happening in the sector, what is good and bad and acceptable, and what best practice in a modern, technology-enabled client communications market looks like, and more.
