How Innovative Wealth Managers Use Technology to Drive Growth

Wealth advisors are entering 2023 with a sharp focus on their clients’ needs during a time of increased market volatility. As they consider their technology spend, improving the client experience has become a top priority for advisory firms. This pivot marks a change from the back-office investments that have largely dominated their technology spending in the past few years.

Not all firms approach technology spending the same way. Those that are likely to become early adopters of new technologies are generally happier with the results they achieve than other firms. In general, the more firms have been able to replace their core and back-end technologies with more streamlined, efficient, automated systems, the further along they are in the journey toward producing a superior client-facing experience. Join us as our industry experts review expectations for technology investment in 2023 and discuss the ways those investments are—or are not—aligned with their business needs. Topics will include:

• The business objectives driving firms’ technology strategies
• How innovative firms are using technology to drive higher returns on their investment than their peers
• What tools and technologies advisors can use to improve the client experience
• Updated technology trends across the advisor industry

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

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Produced by

Sponsored by

Mark Bruno – Moderator

Managing Director, Wealth Management

Informa Connect

Kristin Letourneau, PhD

Vice President, Research

Informa Engage

Brandon Roth

Senior Project Marketing Manager

Bill.com