Name: What's Hot in Wealth Management Tech For 2020 ft. Forrester Research
Start: 2020-12-03T16:00:00Z
End: 2020-12-03T16:00:43.000Z
Location: BrightTALK
Rating: 5

Moxtra provides OneStop Customer Portals, where your organization and your clients maintain a continuous connection to complete business - with an integrated suite of collaborative capabilities. Moxtra's Customer Collaboration Platform can power your branded OneStop Portal as a standalone web and mobile app, or as a fluid extension of your existing website, web or mobile app.

Brand loyalty represents a relationship between a client and an organization. This relationship is built on a client’s trust in a brand to be reliable, communicative, and effective. If a business can maintain a brand identity that aligns with a client’s ideals, the relationship is positive and generates revenue. But while many businesses have seen the value in employing a mobile presence, developing a business app is complicated. 

As Moxtra’s Head of Strategic Planning, Nikhita Iyar explains, without a set template for a functional mobile app, the process of going mobile is daunting. In this webinar you will learn how to apply the 3 key factors to a successful mobile strategy: 

Operating under your organization’s unique brand

Providing a one-stop business destination

Offer on-demand assistance to clients

How Branded Digital Services Improves Customer Retention

In today's world, it is critical for financial institutions to ensure continuity in client relationships through proactive engagement and responsiveness. To provide high-touch service, organizations must enable continuous connections with customers through secure digital channels. 

Join panelists from Forrester Research and Moxtra as we discuss how financial institutions can:

• Provide an answer to customer expectations that are rapidly evolving in today’s world.

• Capture customers’ hearts and minds with innovative and alternative mobile app features. 

• Create seamless and consistent experiences faster, with more advanced capabilities.

Ensuring Continuity With Customers

Get access to our exclusive webinar ft. Forrester Research where Senior Analyst, Vijay Raghavan, discusses his research on 2020's hottest trends in wealth management and how they're shaping towards the future. 

Register for the webinar to discover additional insights into:

• The post-pandemic impact on wealth tech investments
• What tools wealth managers are adapting towards
• What digital capabilities have become a must
• Why personalization is important

What's Hot in Wealth Management Tech For 2020 ft. Forrester Research

Fintech

Wealth Management

Wealth manager

Customer Experience

Customer Engagement

Brand Positioning

Branding

Collaboration Tools

Collaboration

Enterprise Applications

In this SaaS and subscription economy, the key to success is customer success. This is much easier said than done as client ecosystems are constantly evolving and their needs and aptitudes vary. Join this community to engage with leaders who are prioritizing and pioneering customer success by helping clients maximize ROI, inspiring account growth and strong client retention.

Customer Success

Get powerful insights on how to best serve today's customers. If you want to create a successful customer experience today, you will have to appeal to the need for “alone together” time. Millennials, Gen X, Boomers or Silent Generation all look for shared but individual experiences.

The sales community on BrightTALK brings together thousands of engaged sales professionals. Learn about careers in IT sales and marketing, sales techniques and selling strategies. Join the discussion by participating in on-demand and live sales webinars and summits with leaders in the sales industry.

Sales

Join this new, vibrant community to learn and connect with top thought leaders, startups and banks who are disrupting the financial services industry. Keep up with the latest news and trends in Fintech and take part in lively debates on topical issues and challenges.

The accounting and finance community on BrightTALK features presentations from leading accountants and finance professionals. The accounting community includes tax planning strategies, QuickBooks webinars and other accounting webinars, while the finance community features presentations on financial capital regulations and forensic data analytics. Join the conversation by attending live financial and accounting presentations and connecting with industry thought leaders.

Finance

In today’s economic climate, successful small businesses need to overcome an array of challenges. Client dependence, legal issues, small business financing… as an entrepreneur, where can you find the information you need to help inform your decisions? In the small business management community, discover how you can create a successful small business from the business plan up!

Small Business

Get powerful operations insights for your business. Connect with experts and colleagues to get the most up-to-date knowledge on which systems and processes are driving operational efficiency, maximizing value and customer success.

Operations

In the business management community, commercial experts will be sharing webinars and videos on an array of subjects. From sales and marketing, to finance, productivity and growth, this content will help you stay up-to-date with the current economic environment and provide timely management insight to drive business growth.

What's Hot in Wealth Management Tech For 2020 ft. Forrester Research

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