Thu, 18 Mar|
Digital Wealth Leaders Connect: Harnessing technology to heighten human touch and disrupt wealth management.
Invitation Only. Please RSVP to request attendance.
Time & Location
18 Mar 2021, 3:00 PM – 4:00 PM
About the event
Personalising Client Experiences and Needs – Leveraging Data Analytics and Algorithms for Modelling Targeted Advisory
Wealth managers and asset management companies have not been the front runners in digital technology adoption. There is a tremendous opportunity to tap into exciting tech solutions available to become more data-driven and client-centric advisors. Hear how companies can enhance their operations by leveraging data analytics.
- Enhancing and customising client experiences through data analytics
- Algorithms to better understand and examine forecast assumptions
- Scenario-based analytics, through data deep dive, to estimate and forecast returns
RSVP to reserve your place at this exciting Leaders Connect