“How Fintech Can Help Advisors Give Clients What They Expect” – Financial Planning webcast with Gavin Spitzner
18.02.2021
In this insightful session, Gavin Spitzner moderates a virtual panel discussion on the shift from investment-centric value props to advice- and planning-centric models and how AdviceTech helps power those propositions and client experiences.
Gavin’s panel represents a diverse set of wealth management firms including fast-growing RIAs, a top ten bank and a challenger fintech:
- Dana Anspach, Founder & CEO, Sensible Money
- Toussaint Bailey, CEO, Enso Wealth
- Jon Stevenson, Head of Wealth Management, MoneyLion
- Ankur Vyas, Head of Wealth Omni Channel, Truist
Topics include:
- digital & virtual advice-based client engagement
- holistic advice & planning (banking, investing and decumulation)
- outsourcing and automation to improve CX and free up capacity to focus on deeper client relationships
- tech-driven business development
- hyper-personalization via effective use of data and CRM
- how to optimize the combination of humans AND tech
- diversity, equity & inclusion strategies to both democratize access to advice and improve our businesses and industry
View the discussion HERE
