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FactSet Ltd

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  • How personalization tactics can increase digital wealth management ROI
    How personalization tactics can increase digital wealth management ROI
    Philipp Zerhusen and Seb Dovey Recorded: Apr 16 2019 34 mins
    Listen to our final 30-minute live session for the series, and hear from industry experts on how advisors can utilize personalization techniques to win with clients in the era of hybrid advice. As industry professionals and consultants to the wealth management industry, our speakers share their insight on how the five tactics discussed in the third part of our eBook, Empowering Client Service with Personalization, can be applied to the client experience to develop an online wealth platform that adds value - for the firm, for your high net worth investors, and for your book of business.
  • How Advisors Can Leverage Data Visualization To Enrich the Customer Experience
    How Advisors Can Leverage Data Visualization To Enrich the Customer Experience
    Philipp Zerhusen and Michael Diefenthäler, FactSet Recorded: Mar 19 2019 30 mins
    As part of FactSet’s Digital Wealth Management Thought Leadership series, we are excited to take the discussion further on the key topics of optimization, visualization and personalization, in our three-part webcast series: Digital Wealth Management Applied.


    Listen to the second of these 30-minute live sessions, and hear from industry experts on how advisory can utilize visualization techniques to win with clients in the era of hybrid advice. As industry professionals and consultants to financial advisors, our speakers share their insight on how the five tactics discussed in the second part of our eBook, Disrupting Advisory Through Design, can be applied to the client experience to develop an online wealth platform that adds value - to the firm, to your high net worth investors, and to your book of business.
  • Top 5 Tactics for Optimizing your Digital Wealth Management Strategy
    Top 5 Tactics for Optimizing your Digital Wealth Management Strategy
    Tasha Vashisht, Scorpio Partnership and Philipp Zerhusen Recorded: Feb 19 2019 29 mins
    As part of FactSet’s Digital Wealth Management Thought Leadership series, we are excited to take the discussion further on the key topics of optimization, visualization and personalization, in our three-part webcast series: Digital Wealth Management Applied.

    Listen to the first of these 30-minute live sessions, and hear from two of the experts behind this industry research into the needs of high net worth clients, Philipp Zerhusen, FactSet and Tasha Vashisht, Scorpio Partnership. As industry professionals and consultants to financial advisors across the globe, our speakers share their insight on how the five tactics discussed in the first part of our eBook, Making Digital Pay, can be applied to the client experience and advisor workflow to develop a digital strategy that adds value - to the firm, to your high net worth investors, and to your book of business.
  • FactSet Digital Wealth Solutions
    FactSet Digital Wealth Solutions
    FactSet Recorded: Jan 17 2019 2 mins
    Combine FactSet’s investment-grade content and award-winning technology to create a personalized digital experience for your clients and advisors.

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