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  5. イノベーション & インサイト・ウィーク2021: ウェルスマネジメント・セッション・ウェビナーのリプレイ

イノベーション & インサイト・ウィーク2021: ウェルスマネジメント・セッション・ウェビナーのリプレイ

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2021/06/05
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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

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