Wednesday, November 9, 2022
9:30 AM - 10:15 AM (EST)
Client engagement models: How do wealth managers get ahead of customer expectations?

Wealth management business models are changing fast to keep pace with end-client profiles. The proliferation of financial wellness offerings has raised client expectations such that demand for personalized advice and planning support crosses all consumer segments. What does that mean for offering innovation and scale? New approaches, including drawing on behavioral psychology, data, artificial intelligence, and machine learning techniques, allow wealth managers to personalize, educate, and engage advisors and end clients in ever more meaningful ways. They’re also an essential way to improve the bottom line.

This panel will discuss:

  • How to spot opportunities that arise from changing client segmentation and engagement models
  • How to deploy financial wellness as an anchor for democratizing advice and planning support
  • Where to find tools that help wealth managers better understand employee and client wellness
  • How to leverage artificial intelligence in evolving client engagement models
Meghna Mukerjee