Tackling More Regulation and Less Client Loyalty— How to Compete
in Wealth Management
Date: Thursday, October 20, 2016
Time: 2pm ET | 11am PT
In a volatile climate of constant change, wealth management firms have to be highly adaptive to ensure a viable business. CEB research shows that 77% of wealth firms rank their strategic responses to regulation as high priority for 2017, but they also have to address the competitive climate of client disloyalty - nearly 70% of high net worth clients consult two or more wealth management firms.
Enterprise content management (ECM) technology can play a key role in equipping advisory firms to:
- Meet the Department of Labor fiduciary requirements
- Boost advisor productivity to free up time with clients, and
- Automate a high quality client onboarding experience ensure great first impressions and reduce administrative costs.
Join this complimentary webcast where industry veterans will present a case study to help you understand the critical role document management can play in your firm as well as their practical operational advice for running a viable business.
Financial Services Practice Leader
Peter leads an exclusive peer network of executives that drive technology strategy for wealth management in North America. His research coverage includes CRM and social media platforms, mutual fund, trust, and retirement recordkeeping platforms, as well as data management and business process management for wealth operations
Director of IT
Hanson McClain Advisors
Barry Chapman is Director of IT at Hanson McClain Advisors.