Day One – Tuesday, May 19 Shaping Consistent And Seamless Digital Experiences
Tuesday, May 19th, 2020
2:10 PM Solo Presentation - Next Generation Clients: The Growth Opportunity And How The New Landscape of Fintech Can Help
There is a significant opportunity for wealth managers and financial advisors to grow their businesses by serving a younger clientele. However the needs of the “millennial/Gen Z” clients are unique and different from previous generations. Why is there an opportunity, how must wealth managers evolve their service offering, and specifically how can new digital tools and emerging fintech platforms help capture this opportunity?