ON-DEMAND Webinar

2019 Priorities: Embracing Digital In Wealth Management To Remain Relevant

Original Broadcast Date:Jan 9th, 2019
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Oliwia BerdakVP, Research Director
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Vijay RaghavanSenior Analyst
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Description

Multiple forces and innovations are changing how customers globally manage and invest their money. Powered by digital technology, the wealth management industry is transforming to meet the increasing needs of today's customers. This webinar will focus on how these factors are shaping wealth management worldwide and the key actions that digital business strategy teams must take now to remain relevant in 2019 and beyond.

Key takeaways:

  • Learn Forrester’s four domains of digital business to enable business transformation.
  • Understand how wealth management firms are responding to the disruption and enabling a customer’s financial well-being.
  • Learn how forward-looking investment management institutions are driving change today to remain relevant.

 

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