The coronavirus pandemic created an inflection point for the digital wealth management industry.
Advisors who had already embraced technology were primed to continue serving clients and growing their business as we shifted to a year of remote work and social distancing. Those who hadn’t were forced to play catch-up, with some firms saying their five-year technology roadmap had been condensed into five months.
Meanwhile, many stuck-at-home consumers turned to investing for a new hobby, leading to a historic surge in retail investing. But between ongoing market volatility, meme stocks, NFTs and cryptocurrencies, many are also realizing they
Technology isn’t table stakes for advisors anymore. It’s the table. If an investor can’t find, engage with and open an account with an advisor entirely digitally, they simply won’t become clients.
As firms across the industry now set their sights on what comes next, Financial Planning is thrilled to announce the return of the
First, we will host a two-day, entirely virtual conference this spring, gathering senior wealth management executives focused on their organizations' digital transformation. Industry leaders will explore how innovative firms are using new strategies and technologies to better serve their clients.
And in the fall, we are looking forward to the return of in-person gatherings with INVEST: Challengers. This two-day event will deliver key takeaways based on detailed use cases and examine must-watch wealthtech megatrends in 2022 and beyond. With a keen focus on market drivers and economic outlook, senior leaders will examine the methodologies employed by the most successful organizations, regulatory and investment initiatives, and leadership in a post-pandemic reality. INVEST: Challengers will include a virtual component for anyone unable to attend in-person.
Here’s a preview of
Hyperpersonalization of advice: Investment management, practice management and the advisor experience
The pandemic, combined with an increased focus on individualization and digital platforms, has changed the way investors interact with their financial advisors. This is creating unprecedented opportunities for firms to capture market share. In this session, Gavin Spitzner, president of wealth consulting partners, will lead a panel of industry experts on key strategies and technology to create one-to-one client engagement, and how firms can use it to create upsell and cross-sell opportunities, provide proactive service, and nurture loyalty.
Why 2021 is a marketing moment for wealth management firms
The pandemic has taken many relationships, both personal and professional, online. As the world adjusts to more virtual interactions, new opportunities have arisen for financial advisors. A panel led by April Rudin, founder and president of the Rudin Group, will lead a panel on the new marketing options and how financial advisors can apply them to their business.
Are we on the brink of mainstreaming crypto in wealth management?
Digital currencies are gaining increasing credibility as industry giants J.P. Morgan and Goldman Sachs start allowing advisors to invest clients in Bitcoin. In this session, Financial Planning technology editor Ryan W. Neal and Onramp Invest CEO Tyrone Ross will discuss the ongoing challenges that cryptocurrencies present to wealth managers, as well as the emerging opportunities.
Technology + Design: What’s working in client and advisor experiences?
The wealth management sector has seen a wide range of technologies coming into their operating environment, combining the physical, digital and biological worlds. Financial Planning editor-in-chief Chana Schoenberger will lead a conversation on what's really working in client and advisor technology and how firms can engineer user experiences that encourage adoption. A panel of industry experts will share best practices in building and designing new technology around the customer.
Join fellow industry leaders and explore the most innovative wealth management technology and strategies that will help differentiate your firm through better client service.
