Webinar: Enhancing the adviser-client relationship with technology

Earlier in 2020, The Wealth Mosaic spoke to a select group of executives from leading wealth management firms and private banks in Switzerland to understand their views on how technology can enhance the relationships between advisors and clients. 

These views, insights and comments have been collated into a whitepaper titled ‘Enhancing the adviser-client relationship with technology’.

Watch the webinar to hear a panel of industry experts examine the key discussion points from the white paper including the current state of play today, the challenges firms are facing and the best opportunities for new tools and technologies.

  • the state of play today and key challenges faced
  • the multiple opportunities for deployment of new technologies and tools
  • best practices for improving client-adviser relationship management through technology

Watch the replay below

 

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NEW - eBook: How Hybrid Servicing Can Transform Your Wealth Management Firm

At Wealth Dynamix, we believe a hybrid client servicing model offers the optimal solution – it is efficient, effective, and can support compliance.  

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