Celent Webinar: Multi-Channel Analytics for Wealth Management

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22 May 2014
Virtual Event, Virtual Event

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Join Bill Fearnley, Jr., a senior analyst with Celent's Securities & Investments team, as he takes a closer look at multi-channel analytics opportunities and challenges for Wealth Management firms. This webinar will examine the four major steps in the multichannel management process; data aggregation, attribution analysis, offer development, and optimization and multichannel campaign and offer management. Many firms are looking to multi-channel analytics to help attract customers, improve up sell and cross sell programs, and improve customer retention.

This webinar will draw on findings from Celent’s upcoming report "Multi-channel Analytics for Wealth Management" to be published in early May.

This event is free to attend for Celent clients, flex-plan clients, and the media. Non-clients can attend for a fee of US$250. If you are unsure of your client status, please contact Andrew Renzella at or at +1 617 262 3124.


Event details

Retail Banking, Wealth Management
Geographic Focus
North America