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

Date/Time: 
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

Copyright 2020 Ratio. All Rights Reserved 

Presenter

Mario Kyriacou, Managing Partner, Ratio

LIVE 
WEBINAR