The wealth management industry has witnessed significant change over the past few years. In order to stay competitive and deliver modern client expectations, successful wealth managers must develop strategies for delivering a streamlined client onboarding journey to a digitally savvy client base.
In this webinar, you will learn:
- Why client experience is the new battleground for global wealth managers
- How data, innovation and technology are transforming client onboarding
- The latest market trends and insights
- What a best-in-class client experience looks like
This webinar is hosted by The Wealth Mosaic's Co-Founder and Head of Marketplace & Content, Stephen Wall, interviewing Steve D'Souza, Global Divisional Head - Private Banking & Wealth Management at Fenergo, and Abhishek Singh, Wealth Management Lead, Global Capital Markets, Capgemini on this topic. We would like to thank both of them for their time and for making this happen.