Finance - Virtual Roundtable

The Evolution of Client Engagement in Wealth Management

19th October 2021 | 10:30am - 12:00pm EST
From onboarding to reporting, how is client engagement evolving in wealth management and private banking?

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.

Discussion Topics

Where is your business prioritizing investments to deliver a better digital client experience?
What has been the impact of the pandemic on changing client interactions, when advisors and clients couldn’t meet face to face?
What are the primary barriers to moving to digital or mobile?
Where are you looking to improve efficiencies for client-facing advisors or front-office staff?
How are you partnering with or competing against robo-advisor offerings?

Your Host

Thought Leader
Karen Oakland Vice President of Industry Marketing, Smart Communications
Karen Oakland is Vice President of Industry Marketing for Smart Communications, focusing on vertical solutions to… Find out more
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Previous Attendees

Fernando Machado
Activision Blizzard
Jennifer Christie
Naveed Tariq
Vice President, Corporate Strategy & Group Innovation Operations,
John Pillar
Line De Decker
Chief Transformation Officer,

About Smart Communications

Smart Communications is a leading technology company focused on helping Healthcare Payers engage in more meaningful member conversations. Its Conversation Cloud™ platform uniquely delivers personalized, omnichannel conversations across the entire member experience, empowering Health insurance carriers to succeed in today’s… Find out more
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