US WealthTech Talks: Driving Growth in Wealth Management with Technology

Presented by

Stephen Wall, Co-Founder, Head of Marketplace & Content, The Wealth Mosaic

About this talk

The role played by technology around almost every industry is increasingly dynamic and multidimensional. In wealth management, it is no different. But amid such an array of technologies and capabilities, how does a wealth management organization put in place and use technology to drive their business growth? In this webinar, our co-founder Stephen Wall will be asking our expert panelists to provide their expertise into questions such as what are the technologies and tools that drive growth, in which areas of their business can they look to use technology to drive growth, how should a wealth management firm set-up its technology to support their growth objectives, what are some of the growth numbers they might look to achieve, how does a wealth management firm ensure its people can make the most of those technologies, what are the new tools and technologies to be aware of to support growth, and what factors around the technology are important in make this all work to the benefit of the wealth management organization. Joining Stephen on this webinar will be Ryan George, Chief Marketing Officer at Docupace, Anthony Stich of InvestCloud and Tom Westhoff, VP of Global Sales at Practifi.

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