The wealth management industry is still trying to tap into new market segments, provide holistic, immersive wealth experiences and digitalize front and back office process. This GFMI event will provide wealth managers with the tools to do so. From building responsive ecosystem and utilizing technology for investor guidance and benchmarking to developing strategies for reaching HNWI and the mass affluent. Attendees will learn and discuss the best practices for increasing profit, client base and quality of advice via new and established technologies.
Costs: For registration packages please contact Yiota Andreou at yiotaa@marcusevanscy.com
Event type: Conferences and congresses
Registration information: Please contact Yiota Andreou at yiotaa@marcusevanscy.com
Event website: http://bit.ly/2zeqcPh
Posted by: Yiota Andreou
Strategic Talent Management: Integrating Advanced Analytics and HR Practices
May 11, 2024 - Sep 05, 2027
Online
Investment Education Symposium
Feb 26 - 28, 2025
The Royal Sonesta New Orleans, Bourbon Street, New Orleans, LA