Celent Webinar: Survive to Thrive Beyond the Pandemic - Wealth Management Edition

Live Webinar Surivie to Thrive Series:

Coronavirus will accelerate trends that had been steadily progressing, demanding strategic responses in months instead of years. It will also put the brakes on initiatives that do not support a financial institution’s core business and cost cutting imperatives.

Join Celent as we delve into an eight-part series discussing how technology priorities are changing as a result of the pandemic. We will approach this subject across Corporate Banking, Retail Banking, P&C Insurance, Life and Health Insurance, Capital Markets, Wealth Management, and Risk

Wealth Management Edtion: How Have Technology Priorities Changed as a Result of the Pandemic?

Speakers: Dan Latimore, CRO, and Will Trout, Head of Wealth Management, at Celent

June 10th at 10AM ET

Months into the COVID-19 crisis, wealth manager focus is shifting from business continuity and financial survival toward driving client engagement. Collaboration tools for remote advisory services and digital solutions around wealth transfer are examples of this approach.

As we emerge form this crisis, a priority will be digital transformation of the middle and back office. Initiatives will target the usual cost reduction and revenue enhancements, via operations outsourcing or subscription pricing measures, but they must also catalyze new propositions and businesses.