Tuesday, April 16, 2024 | 11:00 AM EDT

Wealth Managers’ Personalization at Scale: Alternative Assets

Speakers:

Join Datos Insights Strategic Advisor Wally Okby for this webinar, where he will explore how wealth managers are enhancing their offerings with additional model portfolios and services, such as tax overlays and alternative investments, to address client investment needs in challenging or volatile markets. He will delve into the role of artificial intelligence, from its initial implementation through robotic process automation to its evolution towards generative AI, in advancing these solutions. This has enabled wealth managers to provide highly precise content in client communications, advice on next best actions to advisors, and targeted service.

Learning Outcomes:

  • Attendees will gain insights into how wealth management firms in the U.S. and Canada are incorporating alternative investments into client portfolios. They will also get a glimpse of projected allocations for the next three years.
  • Financial institution attendees will receive a set of specific recommendations to help them leverage the technology and operational services offered by alternative marketplaces. This will enable them to streamline the process of accessing a diverse range of funds and benefit from improved efficiencies.
  • Technology vendor attendees will receive specific recommendations to help them address the top operational challenges faced by wealth managers.