How Innovative Wealth Managers Use Technology to Drive Growth

Wealth advisors are entering 2023 with a sharp focus on their client’s needs during increased market volatility. As they consider their technology spend, both growth and improving the client experience are top priorities. This pivot marks a change from the back-office investments that have largely dominated technology spending over the last several years.

However, not all firms approach technology spending the same way. Those likely to become early adopters of new technologies are generally happier with the results they achieve than other firms. In general, the more firms have been able to replace their core and back-end technologies with more streamlined, efficient, automated systems, the further they are in the journey toward producing a superior client-facing experience. In this webinar, industry experts review expectations for technology investment in 2023 and discuss how those investments are—or are not—aligned with their business needs. Topics will include:

• The business objectives driving firms’ technology strategies
• How innovative firms are using technology to drive higher returns on their investment
• What tools and technologies advisors can use to improve the client experience
• Updated technology trends across the wealth management industry

Moderator
Mark Bruno – Managing Director, Informa Wealth Management

Speakers
Kristin Letourneau, PhD, Vice President, Research Informa Engage
Shahyan Aly, Principal Product Manager, SS&C Advent
Brandon Roth, Senior Project Marketing Manager, Bill
Iain Gillespie, Head of Product, TIFIN Wealth
Shannon Rosic, Director of WealthStack Content & Solutions, Informa Wealth Management