Wealth Management in the Digital Age

Presented by

Kendra Thompson, Accenture | Rohit Mahna, Salesforce | David Adler, Financial Planning

About this talk

Wealth management is in the midst of a digital revolution. One-to-one, product-driven advice is being displaced more and more by hybrid advice, which offers a blend of digital capabilities and access to advisors as needed. Accenture has explored investors’ preferences for managing their wealth using digital tools and how this is changing the operating models for wealth management firms. Likewise, Salesforce has identified powerful technology solutions tailored for wealth managers to help deliver advice digitally, in addition to traditional methods, via the advisor relationship. Listen in to get fresh insights from Accenture’s latest research and Salesforce’s new solutions to help you successfully navigate the changing landscape in wealth management and understand the future of investing. View on Financial Planning: http://pages.marketing.financial-planning.com/20170427_fnp_salesforce_ws_lp.html

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