Industry Events: Digitization of the Participant Experience

Industry Events: Digitization of the Participant Experience

Technology has played an important role in the asset and wealth management industry for quite some time now, especially in the client facing aspects. Product and service providers - custodians, broker dealers, TAMPs and others - are now increasingly exploring the use of technology in advisor engagement. Websites and mobile apps targeted to advisors are the most obvious manifestation of this exploration. In fact, advisor mobility is one of the hottest topics of discussion and debate in the industry

The Evolutionary Path

  • Generation 1: Paper Everywhere
  • Generation 2: Hello Technology!
  • Generation 3: Responsive & Smart?