4 MARCH 2015 AT 11:00 AM CET
DIGITISATION IN PRACTICE
TRANSFORMING INVESTMENT SERVICES FOR AFFLUENT CLIENTS
Will present their new study examining the rise of digitisation in the affluent wealth and investment management industry. The report documents the impact of digitisation on advisor-investor relationships and identifies best practices for implementing digital technologies for affluent investment management activities. The webinar will also include case studies of financial services providers that have adopted digitisation to transform their customer experience, regulatory compliance, and operational efficiency.