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FactSet Digital Wealth Solutions

Combine FactSet’s investment-grade content and award-winning technology to create a personalized digital experience for your clients and advisors.
Recorded Jan 17 2019 2 mins
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Presentation preview: FactSet Digital Wealth Solutions

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  • How Advisors Can Leverage Data Visualization To Enrich the Customer Experience Recorded: Mar 19 2019 30 mins
    Philipp Zerhusen and Michael Diefenthäler, FactSet
    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 Recorded: Feb 19 2019 29 mins
    Tasha Vashisht, Scorpio Partnership and Philipp Zerhusen
    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 Recorded: Jan 17 2019 2 mins
    FactSet
    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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  • Title: FactSet Digital Wealth Solutions
  • Live at: Jan 17 2019 4:00 pm
  • Presented by: FactSet
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