This webinar will look at how technology is enabling the mobile-powered generation to take ownership of its financial present and future like never before. Retail banks are courting 401(k)-owning millennials with digital services; wealth managers are effectively engaging the new class of financial-services consumer as part of a broader digital strategy; and fintech concerns are positioning themselves to be innovators of choice. We’ll look at what’s ahead in social and thematic investing as well as analytics and ‘gamification’, all in a wealth management context. This webinar will present a diverse set of topics to inform wealth managers and other financial-services providers on how to differentiate and more closely engage with the end-user client.
|Barry Smith, Managing Director, Global Capital Markets, Equinix|
|Tom Kimberly, General Manager, Betterment Institutional|
|Jim Del Favero, Chief Product Officer, Personal Capital|