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Data, Analytics and the Impact on the new Client Advisor Journey

Data, Analytics and the Impact on the new Client Advisor Journey

The financial services industry is rapidly changing. New digital technologies – social, mobile, analytics and cloud – are creating fundamental shifts in both client and advisor attitudes, behaviors, and relationships. Most initiatives around building a better client experience focus too narrowly on the brand’s direct-to-consumer touch points. In both Insurance and Wealth Management, the majority of the client experience does not happen on a mobile application or client portal, it happens directly with the Advisor. The future landscape will continue to depend on Advisors as an essential part of the omnichannel experience, creating an advisor-client experience journey in an increasingly digital world.

Watch this webinar to:

  • Activate an advisor-client digital journey in your organization
  • Implement Advisor engagement channels to meet client demands
  • Run a data-driven digital selling program at enterprise scale