Digital Integration in Wealth Management 2019



Digital Integration
in Wealth Management 2019

Following on from the success of the last editions, Digital Integration in Wealth Management conference will return for its 2019 edition, on the 27th February 2019.
This conference will address key themes in wealth management including the rise of AI technology, roboadvisors, client experience, changing client demographics and digital transformation within wealth management and private banking.
With an exciting mix of panels, roundtables, interviews and exclusive networking opportunities, delegates will be given practical strategies for taking the first steps towards digital integration to improve client experience and maintain relevance.
The 2019 program will give you cutting edge case studies and the most current update on the latest challenges and trends in digital integration in wealth management.

Don’t miss Objectway’s presentation on:
Empowering traditional business with integrated digital wealth platform, where we will be exploring the following topics:

  • Seamlessly integrated digital advisor-driven and self-directed client onboarding.
  • Relationship management workflow to effectively manage clients and orchestrate communications.
  • Hybrid advisory process combining real-time digital collaboration with human interaction.
  • Enabling portfolio managers to build optimal portfolios with augmented intelligence.