Wealth management firms are often viewed as being behind the curve when it comes to digitalisation and increasingly, challengers are not only disrupting and changing investor expectations about what digital services look like, they’re also taking some of their customers. Recent news from Aegon that the retail platform has suffered £700m outflows, necessitating a major digital project, is just the tip of the iceberg. The case for digitalisation is clear, but a lack of ownership or understanding about what this means for established wealth management firms is holding them back – and threatening their commercial success.
In this webinar, wealth tech product specialist Kim Woodhall will cover what digitalisation means for wealth management firms as well as ways to address the current inertia in the face of a growing threat from digital-first challenger brands. While many established wealth management firms view digital transformation as a risk, this webinar covers the greater risk of doing nothing and how to overcome these objections.
Having addressed these challenges, the webinar also includes the compelling case for digital transformation. This includes concrete ROI, tangible goals and commercial returns. Digitalisation isn’t about replacing people with computers, as this webinar shows. The key is to use digital tools to add value throughout the business, save costs and deliver against strategic organisational and commercial goals.
Sign up to this CREALOGIX webinar to find out more about making a sound business case for digitalisation in wealth management firms that focuses on the ROI and opportunities for commercial growth.
Key Learning Objectives
- Digitalisation in wealth management firms
- ROI of digital transformation in wealth management firms
- Opportunities for commercial growth with digital wealth tools
Audience
- CFO
- COO
- IT
- Project Management
