Description
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 physical branch or office, did not know what investment decisions made sense, and lacked access to customer service or support. This webinar outlines Forrester’s key industry predictions that will shape wealth management in 2021. This conversation goes beyond the published predictions report, featuring insights from Forrester’s lead analysts Vijay Raghavan and David Hoffman.
Key takeaways:
- Learn what market forces drove our 2021 predictions.
- Understand how COVID-19 and changing consumer behavior will pressure wealth management firms globally.
- Consider how wealth tech firms are driving innovation and influencing the future of wealth management.
- Discuss how firms should adjust their 2021 business and technology strategies to respond to major industry shifts.
Target audience level: all levels
Get Access
Already a Client?
Log in to access this webinar.
Become a Forrester Client
Customers are the new market-makers, reshaping industries and changing how businesses compete and win.
Success depends on how well and how fast you respond. Forrester Research gives you insights and frameworks
aligned to your role to shorten the time between a great idea and a great outcome, helping your teams win
in the age of the customer.
Contact us to learn more.
Purchase Webinar
Price: $ 300.00(USD)
PurchaseWebinar FAQs
See the Webinar FAQs for answers to technical and other Webinar questions.