Digital transformation in asset and wealth management: digitising and personalising the client experience

Learn how to differentiate your organisation by delivering a best in-class client experience

Thursday 3rd December | 2 pm

Who is this webinar for:
Marketers working in the wealth and asset management sector who are interested in digitising the off-line client experience. 

This webinar will cover:

  • Designing the digital experience around your clients’ needs
  • Tailoring and segmenting experiences based on your client’s goals and risk tolerance
  • Client personalisation planning 
  • Extending the client management function beyond face to face
  • Leveraging data visualisation tools to track and identify client opportunities 
  • Putting the individual first: building client profiles to drive client engagement


Date: Thur 3rd December 

Time: 2:00PM GMT

Duration: 30 mins 

Copyright 2020 Ratio. All Rights Reserved 


Mario Kyriacou, Managing Partner, Ratio