Business is booming.

Harnessing the Power of Digital to Engage and Serve Clients


The pandemic caused an accelerator effect across the industry especially as it relates to digital marketing. New players are joining the digital wealth management ecosystem from every direction. From purely digital onboarding to personalized pre-emptive ESG recommendations to automated creation of highly personalized client videos full of portfolio data, financial plan progress and goal achievement—client engagement has moved light years ahead of where it was just a few years ago. The result? Efficiency for the advisor; experience and ease-of-use for the client.

Listen in as our panelists discuss how their own firms and the fastest growing advisors they work with are leveraging technology to successfully engage with clients.

Our Panelists:



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