Turn Data Into Action: Elevating the Digital Advisor-Client Experience
Date: Tuesday, July 30, 2019
Time: 2:00 pm ET | 11 am PT
New digital technologies – social, mobile, analytics and cloud – continue to create fundamental shifts in client and advisor attitudes, behaviors, and relationships. Focus is often put on improving direct-to-consumer touchpoints, however, the majority of the client experience still happens directly with an advisor, not on an app or via a client portal. When you understand how to turn data into action, you can develop a better omnichannel digital experience for your clients.
Join this complimentary webcast to discover how to create an effective advisor-client experience journey in an increasingly digital world. You will learn how to:
- Digitize the advisor-client journey for your organization
- Implement advisor engagement channels to meet client demands
- Run a data-driven digital selling program at enterprise scale
|Marcin Grobelny | Director of Professional Services | Hearsay Systems
Marcin Grobelny leads the Hearsay Professional Services team focused on program management, product implementation, system integrations, and solutions that solve complex business problems and drive business value for Hearsay Customers. Prior to Hearsay, Marcin led Professional Services at GoodData where he built robust business applications featuring predictive analytics, machine learning, simulations, and recommendation engines helping end users with strategic business decisions. Marcin earned his M.B.A from the University California, Berkeley.