WP Advisor Connect

From high-tech to high-touch: unlocking digital opportunities
to boost client-advisor relationships
September 19, 2023


It's been more than three years since the Covid-19 pandemic forced wealth firms to accelerate their tech adoption plans, but the momentum towards digital isn't expected to fade anytime soon.  

With retail investors' appetite for virtual interactions firmly entrenched, the pressure is on to deliver personalized communications that consider clients' specific financial needs and priorities. The uncertain economic and market environment also heightens the need for advisors to maintain existing relationships, onboard new clients seamlessly, and provide proactive rather than reactive service. 

In this webinar, experts discussed current and evolving frontiers in the wealthtech space, including: 
  • The digital personalization of wealth advice
  • How technology can help identify qualified prospects at every stage of investment lifecycle from accumulation to retirement 
  • Using unified account views to deliver more holistic, household-level investment planning and advice
  • How to improve the employee and the investor experience through workflow automation, data management and personalization at scale

This program has been approved for 1.00 CE credit from Advocis. Instructions on how to request a certificate will be visible once you have watched the entire recording.

Meet the Speakers

David Breakstone

 

David Breakstone

Managing Director, Global Wealth and Asset Management Industry Consulting | Salesforce

A solutions-driven and versatile financial services executive with over 20 years of proven excellence to shape and deliver complex strategic customer centric initiatives in wealth management and financial services. Utilizes strong financial acumen and excellent leadership skills as well as critical thinking capabilities to develop and execute innovative investment and wealth management products and services that improve client experience while driving organizational revenue growth.
Jonathan Georges

 

Jonathan Georges

Asset Management and Wealth Management Solutions Lead | Equisoft

Jonathan has over 25 years experience in the financial services and technology sectors. His background includes expertise in investment solution product development, product management, marketing and sales. Our customers lean on Jonathan’s expertise every day for his ability to understand their needs in order to craft digital business solutions that align to their goals and objectives. 

 
James Burton

 

James Burton

Managing Editor – Wealth Professional, HR and Safety | Moderator

James is the managing editor for Wealth Professional Canada, specializing in stories about investing, portfolio management, financial planning, advisors and the markets. He is a journalist who has spent more than two decades working for newspapers and websites in the UK, UAE, Bermuda, and Canada.

 

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