“I have three words for you. Choose, use or lose,” said Keough, speaking at SourceMedia’s In|Vest conference in New York. “First, we know that clients choose firms based on the digital experience — all levels of wealth. Secondly, they use digital more than you expect ...
"And then finally, lose. If we don't have a fantastic experience for our clients, we in our industry will lose clients to those who do.”
In|Vest 2018 brings together the entire wealth management industry – leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York July 10-11, In|Vest facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation meets the reality of market execution.
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