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3rd Edition Digital Transformation in Wealth Management 2019
04-06 Feb 2019
New York City, NY, United States
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3rd Edition Digital Transformation in Wealth Management 2019
Description
Topics
Construct responsive ecosystems with effective feedback channels
Leverage technology for investor guidance, portfolio management and benchmarking
Learn how to reach HNW and mass affluent accounts via digitalization
Optimize cloud and CRM platforms to make way for further innovations
Increase customer loyalty and retention
Who should Attend
Senior attendees with responsibilities in:
Digital Platform Strategy
Digital Wealth Management
Digital Advice
Digital Investment Solutions
Past Events
3rd Edition Digital Transformation in Wealth Management 2019 - 04-06 Feb 2019, New York City, New York, United States
(78812)
Important
Please, check "Edition Digital Transformation in Wealth Management" official website for possible changes, before making any traveling arrangements
Event Categories
Business:
Finance, Management, Risk Management
Services:
Banking
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