Digital Wealth Initiatives: Where Next?

Digital Wealth Initiatives: Where Next?

Wednesday 30th November 2022 – 15:30

Parkwell Managment Consultants, 8 Laurence Pountney Hill, London EC4R 0BE

Availability of basic digital connectivity such as online access valuations is now a baseline for the majority of Wealth Managers.

However, as the internet now impacts most areas of life, forward-thinking firms are exploring the ever-widening landscape of what can be achieved. this seminar reflects on the current landscape and explores what innovations are possible, including interaction with social media, mobile apps and enhanced online services such as suitability and product selection.

During the session, we will look at how these can be implemented and how they will benefit your clients and improve your overall proposition.

Register below to join us on Wednesday 30th November at 15:30. 

 

Register

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