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Vijay Raghavan
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FORRESTERNOW

As the coronavirus dominates the global headlines, businesses should take both defensive and strategic actions—focusing on customers, employees, and brand. Read more »

Webinar Wealth Management Predictions 2021

Firms Embrace Digital To Thrive

January 14, 2021 | Vijay Raghavan, David Hoffman

We will remember 2020 for COVID-19: The pandemic permanently changed the ways customers seek advice and how financial advisors dispense it. As the lockdown began, consumers did not have access to a...
Webinar What's Hot And What's Not In Wealth Management Tech For 2020

October 14, 2020 | Vijay Raghavan

In the highly competitive world of wealth management, financial services must invest in tech initiatives that will differentiate them, drive revenue growth, and keep their customers and financial...
Webinar Optimize Your Investing Website To Help Customers Successfully Manage And Monitor Their Investments

March 9, 2020 | Vijay Raghavan, Jennifer Wise

The website is the dominant digital touchpoint for US investors, so digital leaders at investment firms must elevate their web experiences to win, serve, and retain their customers. To see how...
Webinar Predictions 2020: Wealth Management

January 28, 2020 | Oliwia Berdak, Vijay Raghavan

Wealth and asset management is in flux, with regulatory pressure, the rise of passive funds, an influx of fintech such as robo-advisors, and low bond yields challenging revenues of many incumbent...
Webinar Understanding Today's US Investors: Are Your Customers Delegators, Validators, Self-Directed, Or Disengaged Investors?

October 2, 2019 | Vijay Raghavan

Wealth management firms commonly segment their clients by investable assets. But this is not enough to help firms decide on new products and services or optimize customer engagement models....