Dragon’s Den Pitch

A panel of the industry’s most sought-after solution providers. Set the scene with a 60 second introduction and insight into their products and services. Visit the booths in the exhibition hall for more details and services!

Managing the impact of digital platforms on wealth servicing models and product offerings

As wealth platforms reshape how clients interact with their advisers and providers, firms constrained by fragmented systems, disconnected data, and legacy servicing models, must adopt integrated, front-to-back platforms to enable automation, personalization, scalability and remain relevant in a more digital, data-driven environment. Join us to:

  • Understand the shift in client expectations in the context of integrated digital wealth services
  • Explore how to leverage digital interactions for more accurate client profiling
  • Uncover how to build dynamic wealth servicing models based on insights from wealth management platforms