Tuesday, June 11, 2024 | 2:00 PM EDT

How Tech Can Help Wealth Firms Put Investors First


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Customers have grown accustomed to seamless digital experiences, putting pressure on wealth management firms to adapt. However, many firms are falling short in meeting client expectations. According to a Broadridge study, 45% of investors/consumers stopped doing business with a company due to the lack of a personalized experience. Dissatisfied clients are prepared to seek wealth firms and advisors who prioritize technology that can be tailored to meet their individual needs.

Join Datos Insights Director of Securities & Investments Will Trout, Broadridge Head of Digital Client and Advisor Enablement Alicia Rich, and Cetera Financial Group Head of Digital Solutions Garrett Beam for this webinar, where they will discuss the added benefits of technology in fulfilling investors’ unique demands and goals. The panelists will also cover how digital transformation can drive advisor productivity, help serve clients, and explore what clients want from their advisors and firms. FundFire Contributor Elizabeth Pfeuti will moderate the panel discussion.