Driving Innovation: The Customer’s Digital Journey

2:10 p.m. - 2:30 p.m.
Consumers have grown accustomed to an on-demand, personalized, at-the-click-of-a-button experience. Correspondingly, there is an expectation that this ‘anytime, anywhere’ experience should also be replicated as part of their investor journey. To respond to this call, firms will need to gain a deeper, more holistic understanding of their customers. With adoption of technology and digital tools to serve as both facilitator and accelerator for efficiency, productivity, communication, and growth, there is boundless potential for wealth management industry participants to bolster new business and shore up customer loyalty.