Months into the COVID-19 crisis, wealth manager focus is shifting from business continuity and financial survival toward driving client engagement. Collaboration tools for remote advisory services and digital solutions around wealth transfer are examples of this approach.

As we emerge from this crisis, a priority will be digital transformation of the middle and back office. Initiatives will target the usual cost reduction and revenue enhancements, via operations outsourcing or subscription pricing measures, but they must also catalyze new propositions and businesses.

Join Will Trout & Dan Latimore.

Recorded June 10th

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