Thursdays with Objectway – Webinar Series
From the comfort of your own home, experience “Thursdays with Objectway”, our new series of webinars!
Get access to the exclusive resources available to webinar participants only.
Choose your favourite dates, attend the sessions, and achieve useful learning for your initiatives.
James Brown | Compeer
The Wealth Management Firm of 2025
The webinar focuses on the results of the exclusive report “The Wealth Management firm of 2025”.
Attend the webinar to understand the key issues firms are currently facing, where improvements are required and how the Wealth Mangers believe the industry will adapt and evolve over the next five years, thereby forming an image of the Wealth Management firm of 2025.
Keith MacDonald | EY
Give your Clients a Superior Digital Wealth Experience
Conectus is the omnichannel, omni-device user experience platform supporting digital engagement and collaboration between investors and advisors. Designed specifically for the wealth and investment services segment, it gives a superior digital customer & advisor experience through a Portal and high touch native Apps. The webinar explores every new feature of Conectus for Investor & Advisor and native Apps.
KEYNOTE SPEAKER TO BE ANNOUNCED
Creating Digital Alpha: End-to-End Hybrid Advisory
The webinar will be discussing how traditional boundaries of financial services are changing and why today’s customers do not evaluate an advisory service only in terms of alpha investment performance, but they are strongly influenced by a number of other elements that belong to the new digital alpha, such as, solid investment strategies, advisor’s efficiency and relationship management.
Vladimir Dimitroff | Synpulse
Are you really engaging with your clients?
Practical Engagement Strategies for Wealth Managers: engaged clients are more loyal and they represent a referral source, open to new propositions and to your advice.
This webinar provides the best practices for an effective client engagement strategy, with a deeper focus on engagement in the early stages of client lifecycle management (i.e. paperless on-boarding).
Compare your own experiences, or use the learning to trigger new initiatives!
The sessions are reserved for financial institutions only.