Brian Shapiro

Engaging with HNW and Mass Affluent clients has relied on solutions that “one-size fits all”, a digital experience that much more complex UHNW and Family Office client will consider very inadequate. These “up market” clients want a wealth management approach is deeper and richer, more dynamic and interactive. How do you enable clients with the tools required, when their needs are so unique and they cannot be offered the same apps and solutions as mass affluent clients? This keynote panel of experts will tackle the challenges facing you firm, as it seeks to develop service and digital platforms for your institutional and UHNW clients.  Creating true competitive distinction for yourself, while delivering the kind of service, the ultra-rich need and expect.

·         Incorporating a new business model while providing your clients with continuous process improvement and innovation

·         Understanding how data aggregation, and the ability to access, analyze, manipulate, consolidate, and report on data from multiple sources affect the client relationship

·         Using digital tools that enable everyone in your organization – from the advisors to the CIO – in order to meet client needs effectively

·         Supporting more alternative assets, such as Hedge Funds, Private Equity, Real Estate, and Direct Debt.