How innovative wealth managers are using technology to drive growth

Moving into 2023, in a period of heightened market volatility, wealth advisors will focus on the needs of their clients. Improving customer experience has become a top priority for consulting firms if they think about their technology spending. The shift marks a change in the back-office investments that have largely dominated its technology spending for the past few years.

Not all companies approach technology spending in the same way. Those who are likely to be early adopters of new technologies are usually more satisfied with the results they achieve than other companies. Overall, the more companies are able to replace their core and back-end technology with leaner, more efficient, automated systems, the further along the path they are on creating a superior customer-facing experience. Join us as our industry experts review what to expect from technology investments in 2023 and discuss whether these investments fit their business needs. Topics will include:

  • Business objectives that drive the company’s technology strategy
  • How innovative companies are using technology to drive higher ROI than peers
  • What tools and techniques can advisors use to improve the client experience
  • The latest technology trends across the consulting industry

CFP, CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are pending approval.

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Mark Bruno – Moderator
Managing Director, Wealth Management
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Dr. Christine Letourneau
Vice President of Research
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brandon ross
Senior Project Marketing Manager

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