Top Trends In Digital Investing

Addressing the digital needs for next-gen wealth clients

Learn more with this web seminar. Sponsor Content From: Addressing the digital needs for next-gen wealth clients Nov 05, 2019 | 2 p.m. ET/11 a.m. PT Hello Voornaam, Let’s face it, the next-generation investor is taking a more hand’s on role with their finances. This trend has driven the rapid growth of firms supporting digital-first propositions, offering more personalized tools and services. This increased competition is forcing firms to better understand their clients, not only on the sum of investable assets, but on the level and type of interactions with their firms. Let’s face it, the next generation of investor is taking a more hand’s on role with their finances. But going digital first is merely the start, not the end, of addressing these clients’ needs. Instead personalization is key, as is the idea of “financial wellness.” This means finding solutions for student debt, credit card debt, or starting an emergency fund. And younger clients also want to address the needs of their extended family and friends – a new potential client base. The good news is there is now software to help you engage prospects and strengthen relationships with young clients around these topics. Join us for a webinar where you’ll gain new insights and practical tips. Register Now Vijay Raghavanon Senior Analyst Forrester (Speaker) Robert McCarthy Account Manager Envestnet | MoneyGuide (Speaker) David Adler Wealth Management & Behavioral Finance Expert (Moderator) Register now to learn more! ABOUT | CONTACT | PRIVACY SourceMedia | One State Street Pl. 27th Floor | New York, NY 10004 Customer Service: 212-803-8500 This email was sent to newsletter@newslettercollector.com because you are subscribed to On Wall Street Web Seminars. Click Here to Opt-Out from this Web Seminar Click Here to Update Email Preferences Can’t see this email properly? View Online

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