How Revolutionary Wealth Managers Use Expertise to Drive Development

Wealth advisors are coming into 2023 with a pointy deal with their shoppers’ wants throughout a time of elevated market volatility. As they think about their expertise spend, bettering the consumer expertise has change into a prime precedence for advisory companies. This pivot marks a change from the back-office investments which have largely dominated their expertise spending previously few years.

Not all companies method expertise spending the identical manner. These which can be prone to change into early adopters of latest applied sciences are usually happier with the outcomes they obtain than different companies. Typically, the extra companies have been capable of exchange their core and back-end applied sciences with extra streamlined, environment friendly, automated techniques, the additional alongside they’re within the journey towards producing a superior client-facing expertise. Be part of us as our trade specialists evaluate expectations for expertise funding in 2023 and focus on the methods these investments are—or are usually not—aligned with their enterprise wants. Matters will embody:

  • The enterprise targets driving companies’ expertise methods
  • How modern companies are utilizing expertise to drive larger returns on their funding than their friends
  • What instruments and applied sciences advisors can use to enhance the consumer expertise
  • Up to date expertise traits throughout the advisor trade

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

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Mark Bruno – Moderator

Managing Director, Wealth Administration

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Kristin Letourneau, PhD

Vice President, Analysis

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Brandon Roth

Senior Venture Advertising Supervisor



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