Digital Consumers = Investors + Advisors: Getting Both Sides of the Equation Right

May 17, 2017 | NetMeeting
In an increasingly connected world, 'digital' has become a shorthand, catch-all phrase for a number of important elements in the transformation of the financial services industry as it drives toward a better future for both clients and advisors.

Firms are racing to apply digital technology and automation to every phase of the investor lifecycle from client marketing, engagement and onboarding to portfolio construction and investing. The end goal is an improved user experience - with the 'user' being both the end investor and the financial advisor.

Join this MMI NetMeeting for a discussion about digital, what it includes, and where it is headed from three distinct perspectives: an established industry technology and platform provider, a global asset management leader, and a new digital advice provider.

Discussion topics include:

  • Across the spectrum of digital products and services, which are truly transformative?
  • How the worlds of traditional and digital advice are converging and integrating
  • Ways firms are implementing the newest digital offerings into their wealth management platforms
  • Lessons learned to date - best practices for serving different generations, user types, and objectives

Arlen Oransky, SVP, Chief Membership and Programs Officer, MMI

Cheryl Nash, President, Fiserv Investment Services

Margaret Hartigan, CEO & Founder, Marstone

Roger Paradiso, Head of Alternative Distribution Strategies, Legg Mason

50 minutes