Innovation & Insight Week 2021: Wealth Management Session Webinar Replay

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2 June 2021
Awaad Aamir and Ashley Longabaugh

Accelerate! Wealth Management Personalized Advice and Services

Accelerate! Wealth Management Personalized Advice and Services

Recorded March 9th, 2021

Join us as we explore how firms are innovating to enhance workstations and portals to deliver holistic and personalized advice and service. Be sure to tune in as we discuss top trends from this year’s submissions and announce our Model Wealth Manager Award 2021 winners.

2021 Themes:

  • Data, analytics, and client advisor journey
  • Workflow optimization
  • Path to scalability

The session includes sponsored presentations from EY, Virtusa, and Comarch.

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More from our 2021 I&I Week

Insight details

Insight Format
Geographic Focus
Asia-Pacific, EMEA, LATAM, North America