Webinar:

Five emerging trends impacting the role of communications in shaping the wealth management client experience

Sponsored by: Smart Communications

Focused on:

  • Wealth
  • Management
  • Communication
  • Strategy

Date: 30 September

20

Time: 3PM London/10AM New York

Client experience is paramount in wealth management, yet many companies struggle to implement a meaningful communications strategy, and tailoring a personalized experience for each client can be a daunting task. This webinar will explore how evolving from communications to two-way conversations can improve the client experience, remove friction throughout the client journey, and promote deeper engagement.

Specifically, you'll learn about five emerging trends:

· How to identify and remove friction across the client experience
· How clients' channel preferences are changing and how to structure communications to cater to the wide range of preferences
· How to rethink wealth management communications as part of a broader two-way conversation with clients
· How to balance personalization and scale in the digital age
· How integrating disparate CX systems can lead to a deeper understanding of your clients

Presented by

Chris Murphy,

Senior Director, Product Marketing

Chris Murphy is Senior Director of Product Marketing at Smart Communications™, a customer communication management platform specializing in helping enterprises - many in the world’s most highly regulated industries - to deliver smarter conversations across the entire customer lifecycle. Chris is currently responsible for the go-to-market strategy for its flagship product SmartCOMM™. A frequent speaker at customer and industry events, Chris has held various positions at leading organizations including SalesLoft, IBM, and Silverpop.

Sergel Woldemichael,

Wealth Management Analyst

Key Learning Objectives

  • How to identify and remove friction across the client experience
  • How to balance personalization and scale in the digital age
  • How to rethink wealth management communications as part of a broader two-way conversation with clients
  • How clients' channel preferences are changing and how to structure communications to cater to the wide range of preferences

Audience

  • Head of customer onboarding
  • Head of IT enterprise
  • Head of Operations
  • Head of Portfolio
  • Head of Change
  • Head of Innovation
  • Head of Digital Transformation
  • COO