Integrating wealth management with complementary offerings—banking, workplace services, and self-directed brokerage, to name a few—has gone from aspirational to actionable thanks to advances in technology and a glut of industry M&A. It's early days, but firms are beginning to build bridges between products and channels, helping them win new, less-affluent client cohorts and retain clients “graduating” to more complex financial needs.
This panel will explore:
- How firms are building bridges between these product lines
- What is required (from people to process, technology, and product) and what the roadblocks are to getting it right
- How firms are integrating this into financial planning routines
- How analytics and AI can target the right clients with the right offer at the right time