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Converging on Financial Wellbeing

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24 September 2023
Ashley Longabaugh
Jamie Macgregor

Building a Competitive Technology Strategy across Insurance, Wealth Management, and Banking Solutions

Our webinar, "Converging on Financial Wellbeing: Building a Competitive Technology Strategy across Insurance, Wealth Management, and Banking Solutions" discusses the convergence across financial services on the topic of financial wellbeing. Celent shares perspectives on how the market is developing and how technology players support this shift in financial services.

The concept of a single portal to provide all of a client’s needs is not a new concept, and is seemingly intuitive. But the practicality of bringing a range of products and services under one roof is easier said than done. Tune into our webinar for Celent’s view on future holistic “financial wellbeing” propositions.

  • What is financial wellbeing?
  • How can firms create a tech stack that achieves a holistic client view?
  • What does a comprehensive financial wellbeing solution look like in practice?

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