In the modern era of wealth management, how does a wealth management firm engage prospects and clients? Maybe it is no longer just about the brand and heritage, a personal referral and the offer of a personal service? Or, if these factors remain at the forefront, with the increasing role of technology in every part of our lives, how do wealth managers incorporate these elements into their design and deliver an equally engaging experience with technology at the forefront? Is it as simple as moving their offline experience online? Technology has made so much of our lives easier but the design of an engaging experience for clients is perhaps an area where wealth management has not yet ventured significantly?
How should a wealth manager think about designing a technology-led experience for their clients, what do they need to consider, where should they look to learn what works and what doesn’t work, what is the mix of design versus technology, how does this experience mix with the traditional experience of a wealth management firm? These are some of the areas we explored in this webinar, originally held on January 20th and hosted by The Wealth Mosaic’s Co-Founder, Stephen Wall, and featuring Jaime Bolivar, Managing Director of TechRules and Theo Paraskevopoulos, CEO of Invessed.