Before The Log In: Rethinking The Role Of A Public Site

3:10 p.m. - 3:30 p.m.
In wealth management, public sites have historically been a repository for branding messages the company wants to promote, intellectual capital for viewers, and pertinent information on offices, recruiting etc. In the new business model of digital wealth management, where personalization is at odds with the need for efficiency, it is time to rethink the role of a public site or risk falling behind. This engaging session will cover the three emerging roles of a public site in this ever-changing digital wealth management.