A Meet the Boss roundtable brought to you by Smart Communications

Even in the high-touch wealth management (WM) segment, client expectations are rapidly changing. Financial institutions and advisors are under increased pressure to engage over digital and mobile channels, and to deliver a hyper-personalized experience that matches the in-person one. Meanwhile wealth managers and private banks are seeing increasing competition from emerging Fintechs, and even robo-advisors.

According to Gartner, 73% of surveyed WM firms intend to adopt, replace or upgrade their client facing technology, and less than half find their current client-facing technology to be of high value. So how can wealth managers and private banking teams offer more self service options, while retaining the value of the advisory services and high-touch & traditional “white glove” treatment expected by clients? And what are enterprises doing to transform their businesses to address these competitive challenges and changing client expectations?

Join Smart Communications and a select group of industry leaders to discuss your challenges, your priorities in delivering a better client experience and how to deliver a better client experience.