Technology as a client acquisition tool
About the Event
With a $15tn transfer of wealth taking place from baby boomers to millennials, a new group of digital natives is seeking highly efficient private bankers to manage their assets. But banks must change their mind set in order to adjust to this new digital age, while still maintaining a personal service for private clients.
In our recent round table with PWM, we looked at the digital challenges wealth managers are faced with and the importance of overcoming them as an industry. The first video of the series looks at technology as a client acquisition tool.
“We need to think about how to use technology to help acquire clients through proactive methods, through artificial intelligence, through data mining, through leveraging social networks of existing clients, which is not being done in wealth management at all, but is being done in other industries.”- Gary Linieres, CEO, WDX
Round Table Participants