New normal for Wealth Managers: Engaging customers and communicating effectively

Presented by

Jaime Bolivar | Begoña Rubio | Javier Carrallo | TechRules

About this talk

This webinar will cover the following areas: Digital Wealth Management and customer centric solutions Artificial Intelligence: emerging new combinations of science and human based advisory models How to cover regulation with technology easily Client expectations, no static info anymore, personalizing experiences Empower partners to achieve goals Presented by: Jaime Bolivar, Managing Director TechRules | Bergoña Rubio, International Partners & Marketing Director, TechRules | Javier Carrallo, Sales Development Manager, TechRules

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