On demand webinar
Upcoming Event

Trends in Digital Wealth Management with Forward Thinkers

Trends in Digital Wealth Management with Forward Thinkers

January 29, 2025 11:00 AM
CT /
12:00 pm
ET
ON DEMAND WEBINAR
January 29, 2025
-
January 29, 2025

This exclusive roundtable tackles conversation on how digital platforms, real-time market data, user-centric design, and broader enterprise adoption are transforming wealth management. Building on insights from our previous event, we now dive deeper into goal-based planning, modern portfolio construction, the future of financial news and research, and how organizations are embedding digital capabilities across their entire operation -- from data frameworks and compliance to advisor workflows and cultural change. Discover how timely, emerging AI-driven solutions and customized analytics can enhance decision-making, empower clients, and modernize wealth management offerings at scale.

Designed as an interactive session, the roundtable will feature:

  • A recap of key market and technology trends from the last discussion.
  • A forward-looking discussion on major trends emerging in 2025, including the rise of direct indexing, a new generation of wealth driven by unprecedented transfers, the surge of sustainable investing, and how advisor recruitment pressures are reshaping the industry.
  • Discussion on demographic shifts and the elevated engagement expectations for new generations of investors.
  • Open Q&A to exchange insights and explore next steps.

Throughout the session, we will delve into how leading firms are transforming core processes to leverage technology effectively. Attendees will learn how to deliver seamless omnichannel experiences, interpret data-driven insights, and ensure future-readiness through scalable platform architectures.

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
  • Examination of enterprise adoption strategies in digital wealth -- where organizations stand on technology integration, cybersecurity, and compliance


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 for robust enterprise readiness


Modern Portfolio Construction:

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


Enterprise Adoption in Digital Wealth:

  • Embedding digital capabilities into every layer of the organization, from advisor workflows to client engagement models
  • Building robust data frameworks, automated workflows, and secure compliance measures for operational efficiency
  • Cultivating a digital-first culture through upskilling, improved collaboration, and agile technology platforms


Challenge & Opportunities Ahead:

  • Bridging generational gaps: Boomers, Gen-X, Millennials, Gen Z, and shifting expectations/investment landscapes
  • Latest research on how timely, event-driven insights are underutilized -- yet vital
  • AI-driven personalization and workforce upskilling: anticipating client needs in real-time
  • Strategies for continuous innovation -- from prototypes and pilot programs
Drop your information below to watch the webinar on demand
Redirecting...
Oops! Something went wrong while submitting the form.
January 29, 2025
11:00 am
CT /
12:00 pm
ET
Success! You're registered for:
X Mark
Trends in Digital Wealth Management with Forward Thinkers
America/Chicago
Jan 29, 2025 11:00 AM
CT /
Jan 29, 2025 12:00 PM
ET
https://experoinc.zoom.us/j/97436983435?pwd=hcp5pWobbVNLFfHTtqlKCyZSvprjlF.1
Add this event to your calendar:
Oops! Something went wrong while submitting the form.

This exclusive roundtable tackles conversation on how digital platforms, real-time market data, user-centric design, and broader enterprise adoption are transforming wealth management. Building on insights from our previous event, we now dive deeper into goal-based planning, modern portfolio construction, the future of financial news and research, and how organizations are embedding digital capabilities across their entire operation -- from data frameworks and compliance to advisor workflows and cultural change. Discover how timely, emerging AI-driven solutions and customized analytics can enhance decision-making, empower clients, and modernize wealth management offerings at scale.

Designed as an interactive session, the roundtable will feature:

  • A recap of key market and technology trends from the last discussion.
  • A forward-looking discussion on major trends emerging in 2025, including the rise of direct indexing, a new generation of wealth driven by unprecedented transfers, the surge of sustainable investing, and how advisor recruitment pressures are reshaping the industry.
  • Discussion on demographic shifts and the elevated engagement expectations for new generations of investors.
  • Open Q&A to exchange insights and explore next steps.

Throughout the session, we will delve into how leading firms are transforming core processes to leverage technology effectively. Attendees will learn how to deliver seamless omnichannel experiences, interpret data-driven insights, and ensure future-readiness through scalable platform architectures.

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
  • Examination of enterprise adoption strategies in digital wealth -- where organizations stand on technology integration, cybersecurity, and compliance


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 for robust enterprise readiness


Modern Portfolio Construction:

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


Enterprise Adoption in Digital Wealth:

  • Embedding digital capabilities into every layer of the organization, from advisor workflows to client engagement models
  • Building robust data frameworks, automated workflows, and secure compliance measures for operational efficiency
  • Cultivating a digital-first culture through upskilling, improved collaboration, and agile technology platforms


Challenge & Opportunities Ahead:

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

Have an idea?
Reach out to one of our experts.