Digital Client Engagement in Asset and Wealth Management Companies

Author: Akhil Mittal | Categories: Financial Services, Digital Marketing, Customer Engagement, Asset Management, Wealth Management

Even with the recovery since financial crisis, asset managers & wealth managers are uneasy. Shift in investor preference, regulatory changes and non-traditional competition is pushing the need for digital innovations in their marketing & sales strategy. The investors/clients are getting smarter each day and rate at which this change is happening is phenomenal.

Watch Akhil Mittal, VP - Digital Solutions at edynamic, offering expert advice on building those “must-have” personal relationships with your prospects and clients through the game changer digital innovation techniques.

This webinar covers:
  • Marketing in Asset & Wealth Management industry post financial crisis
  • Key digital innovations in Asset & Wealth Management industry across the customer engagement life cycle
  • Tips & Best practices for implementation of these digital initiatives