Digitalizing Wealth Management

Wealth management is undergoing a significant shift. Increasing demand for new products and services, challenging market conditions and increased regulations are just some of the issues wealth managers are currently tackling.

To add to the dynamic, today’s wealth management clients expect the information and services they want, when they want them, and on the channels of their choosing.

Join industry experts from Acquia and ORM for an insightful webinar. Our experts will cover the challenges and trends facing wealth management today, and provide insight and tips into:

• How to gain and retain customers by customizing and personalizing the online experience
• Understanding your customer's investment interests and needs by promoting individually relevant products and services
• How to deliver the right content, on the right channel and at the right time
• The secret to liberating your marketing team to release new content compliantly and securely, without relying on IT

 

Webinar presented in association with ORM