Digital Integration in Wealth Management 2023
February 21st & 22nd 2023 - Royal Lancaster London
Unblu is sponsoring the 7th Digital Integration in Wealth Management and will be presenting.
Operating within an increasingly digital landscape and serving next-generation clients, there is a growing need for the Wealth Management sector to better understand how to create a personalised offering for their clientele segments to clarify where to strike the balance between a digital and fiscal offering.
With high-level talks and discussions delivered by senior guest speakers, attendees can expect to discover the strategies, tools, and processes powered by innovation and client-centric values to meet cross-generational needs and thrive in a digital age.
From ensuring first-class client services in the front office to digitally transforming the back office, meeting evolving client demands and delivering end-to-end operational efficiency in wealth management has never been more important.