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FREE Webinar: Capitalizing on Innovation -top trends driving engagement in Wealth Management

April 7, 2016
2 PM ET/11 AM PT
Brought to you by American Banker

 

The wealth management space will continue to be a key battleground for financial service providers as an estimated $41 trillion begins to transfer over to the next generation. So whether your financial institution has begun looking into the trends that are driving your expansion in the investor space or not, it is important to consider how these initiatives can be leveraged to sharpen your competitive edge and create a more personalized and meaningful wealth management experience.

Join us as we discuss the trends and opportunities driving change in wealth management at leading financial institutions. Hear the latest data from Alois Pirker, Javier Paz, and Will Boland from the Aite Group, and Jay Hummel, Envestnet, and John Bird, Envestnet | Yodlee, as we discuss:
 

  • What are the key trends driving change in wealth management
  • How these trends may affect your ability to deliver goal-based advise
  • The future of wealth management and digital advisor solutions

 

FREE Registration: Click here

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