PIMFA WEBINAR: HOW TO TURN AN INCUMBENT WEALTH MANAGER INTO A DIGITAL LEADER 2022

Описание: Join next gen digital wealth tech providers Kidbrooke and investment provider Skandia (founded in 1855) as they go through their experience of turning a traditional, face-to-face wealth manager into an omni-channel, lean, and digitally empowered market leader.

In this webinar hosted by Philip Allen at PIMFA, we discuss with Fredrik Daveus - CEO at Kidbrooke and Joakim Pettersson - Digital Strategy and Innovation Lead at Skandia, how Wealth Management firms can:

• Managing risks and overcome common challenges linked to updating an incumbent wealth business

• Follow a simple blueprint to achieve their digital ambitions and demonstrate significant improvements in customer engagement

• Learn how the clever application of financial analytics can help you shape frictionless, pedagogical, and visual customer experiences


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