Business Continuity & Digital Connection: Best Practices for Wealth Management

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Presented by

Giorgio Luparia, Lynn Vo & Sarah Robins

About this talk

When faced with unexpected restrictions, how can wealth managers maintain the high quality of client engagement, compliance, and operational efficiency they need to survive and thrive? In this webinar we share valuable insights learned from our customers and market observations, and demonstrate the concrete uses of Appway capabilities that you can leverage to respond to the increase in demand for virtual interaction. You’ll learn: * How to adapt client engagement practices to provide customer interactions remotely without losing quality of experience * How to use appropriate digital tools and solutions to keep operational momentum and ensure full compliance * How to recalibrate your digital transformation roadmap to turn challenging times into business opportunities

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FNZ is the leading global platform for wealth and asset management. With over $1.5tn in assets under administration, FNZ empowers the world’s leading financial institutions with a unique integrated end-to-end software, technology infrastructure and investment operations platform across North America, Europe and Asia-Pacific. ​ Appway is now part of FNZ