Impacts of the Great Wealth Transfer and how to manage generational expectations.
| | Sponsor Content from M-Files | |
| Sponsor Content from M-Files |
| Hello Voornaam, Following the COVID-19 pandemic, the past three years have dramatically altered how we work, leaving Wealth Management firms with tremendous pressure to innovate amid a challenging economic environment. In this session, Yohan Lobo, Industry Solutions Manager, Financial Services at M-Files, will detail how modern digital consumers can inspire innovation in their wealth management client experiences by leveraging the power of AI. Yohan will discuss the impacts of the Great Wealth Transfer and how to manage generational expectations, illustrating how automation improves decision-making processes and client relationships. Additionally, attendees will walk away with a better understanding of the benefits of AI and how it will shape the future to drive productivity and collaboration. |
| | Yohan Lobo | Industry Solutions Manager, Financial Services
M-Files | | (Speaker) |
| | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Moderator) |
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| | Yohan Lobo | Industry Solutions Manager, Financial Services
M-Files | | (Speaker) |
| | | David Adler | Wealth Management & Behavioral Finance Expert
| | (Moderator) |
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| | NASBA CPE Credit is being offered for this webinar.** | | SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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| | NASBA CPE Credit is being offered for this webinar.** | | SourceMedia Inc. d/b/a Arizent is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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| ** In order to qualify to receive the CPE credits, you will need to attend and stay on the live web seminar for its duration, which is about 60 minutes. This web seminar is not approved for IRS CPE Credit. |
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