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The wealth management industry is on the precipice of major transformation due to the upcoming great wealth transfer which will change the demographics of the customer base. The changes will have significant implications for the digital strategy of wealth organisations, which is likely to be a determining factor in whether firms will continue to thrive once wealth changes hands to younger and a more predominantly female customer base.
This webinar covers the key tenets of a successful digital strategy, including:
* Developing an actionable digital strategy that aligns with commercial goals
* Using technology to fulfil your brand promises to your clients
* Addressing the current trends in wealth management
* Creating a future-proofed, client-centric digital strategy.
The expert team from CREALOGIX will provide all the tools and information wealth management firms need for the creation of a successful digital strategy. Sign up today to learn more and help to accelerate your firm’s digital strategy with practical solutions that align with commercial goals.
