Vendors
日本語
search
  2. //
  3. Reports & insights
  4. //
  5. Innovation & Insight Week 2021: Wealth Management Session Webinar Replay

Innovation & Insight Week 2021: Wealth Management Session Webinar Replay

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
2 June 2021
Awaad Aamir
Ashley Longabaugh

Accelerate! Wealth Management Personalized Advice and Services

Accelerate! Wealth Management Personalized Advice and Services

Recorded March 9th, 2021

Join us as we explore how firms are innovating to enhance workstations and portals to deliver holistic and personalized advice and service. Be sure to tune in as we discuss top trends from this year’s submissions and announce our Model Wealth Manager Award 2021 winners.

2021 Themes:

  • Data, analytics, and client advisor journey
  • Workflow optimization
  • Path to scalability

The session includes sponsored presentations from EY, Virtusa, and Comarch.

Create a free account or log in to access the replay.

More from our 2021 I&I Week

Access More