06.17.2016
By Terry Flanagan

Digital Engagement in Finance Webinar

Are you digitally engaged with clients? How does a financial services firm best connect with today’s mobile-powered generation? What is the optimal digital strategy?

This webinar presents 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.

[youtube https://www.youtube.com/watch?v=p4MpytWKpA0]

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Participants:

Jim Del Favero, Chief Product Officer, Personal Capital
Tom Kimberly, General Manager, Betterment Institutional
Barry Smith, Managing Director, Global Capital Markets, Equinix

Questions up for debate:

  • What are the challenges financial services firms have in digitally engaging with the mobile-powered generation?
  • How specifically is technology important in this endeavor – and what is important beyond technology?
  • How is the competitive battle playing out between emerging, tech-oriented wealth management firms and the ‘Old Guard’?
  • What is the state of the landscape for social and thematic investors and what are the implications for finserv providers?
  • What is ‘gamification’ and how can it be deployed as an effective marketing tactic in wealth management?
  • What is the future of digital engagement in finance, i.e. what will be most important in 3-5 years’ time?

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