Trends in Digital Wealth Management with Forward Thinkers

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Trends in Digital Wealth Management with Forward Thinkers

January 23, 2025 11:00 AM

CT /

12:00 pm

ON DEMAND WEBINAR

January 23, 2025

This exclusive roundtable tackles conversation on how digital platforms, real-time market data, and user-centric design are transforming wealth management. Building on insights from our previous event, we now dive deeper into goal-based planning, modern portfolio construction, and the future of financial news and research. Discover how timely, emerging AI-driven solutions and customized analytics can enhance decision-making, empower clients, and are modernizing wealth management offerings.

Designed as an interactive session, the roundtable will feature:

A recap of key market and technology trends from the last discussion.
Fresh pilot results, prototypes, and new research on how firms are using goal-based tools.
Hands-on demos showcasing the latest approaches in portfolio construction and real-time news integration.
Open Q&A to exchange insights and explore next steps

What You'll Learn

Recap & Evolving Trends:

Highlights from our prior roundtable on digital wealth experiences
Updates on how AI, data analytics, and hybrid advisory are reshaping investor expectations

Goal-Based Planning in Practice:

New frameworks and prototypes for personalized client journeys
Recent pilot outcomes: user adoption, engagement metrics, and ROI
Balancing customization with scalable, vendor-neutral solutions

Modern Portfolio Construction

Integrating real-time data and financial news into portfolio decisions
Thematic investing, and next-gen investor preferences
Handling risk management and compliance in fast-paced market environments

Challenges & Opportunities Ahead

Bridging generational gaps: Boomers, Gen-X, Millennials, Gen Z, and shifting expectations/investment landscape
Latest research on how timely, event-driven insights are underutilized -- yet vital
AI-driven and personalization: anticipating client needs in real-time
Strategies for continuous innovation: prototypes, pilot programs, and stakeholder feedback loops

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January 23, 2025

11:00 am

CT /

12:00 pm

Success! You're registered for:

Trends in Digital Wealth Management with Forward Thinkers

America/Chicago

Jan 23, 2025 11:00 AM

CT /

Jan 23, 2025 12:00 PM

https://experoinc.zoom.us/j/97436983435?pwd=hcp5pWobbVNLFfHTtqlKCyZSvprjlF.1

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A recap of key market and technology trends from the last discussion.
Fresh pilot results, prototypes, and new research on how firms are using goal-based tools.
Hands-on demos showcasing the latest approaches in portfolio construction and real-time news integration.
Open Q&A to exchange insights and explore next steps

What You'll Learn

Recap & Evolving Trends:

Highlights from our prior roundtable on digital wealth experiences
Updates on how AI, data analytics, and hybrid advisory are reshaping investor expectations

Goal-Based Planning in Practice:

New frameworks and prototypes for personalized client journeys
Recent pilot outcomes: user adoption, engagement metrics, and ROI
Balancing customization with scalable, vendor-neutral solutions

Modern Portfolio Construction

Integrating real-time data and financial news into portfolio decisions
Thematic investing, and next-gen investor preferences
Handling risk management and compliance in fast-paced market environments

Challenges & Opportunities Ahead

Bridging generational gaps: Boomers, Gen-X, Millennials, Gen Z, and shifting expectations/investment landscape
Latest research on how timely, event-driven insights are underutilized -- yet vital
AI-driven and personalization: anticipating client needs in real-time
Strategies for continuous innovation: prototypes, pilot programs, and stakeholder feedback loops