Wealth management is changing dramatically as new players join the industry’s traditional leaders in presenting enhanced offerings—both front-end and behind-the-scenes solutions—to retail customers and advisors. These new platforms combine an enhanced user experience with a broad range of investment options, heightened transparency and reduced fees.
In|Vest brings together technology and strategy executives from across the wealth management community to explore changes in the market while considering a digital vision of the future. Attendees will hear Robert Stanich, a global wealth management offering manager with IBM, describe how groundbreaking prebuilt analytics solutions from IBM are changing the wealth management game by offering cognitive capabilities that allow them to understand, reason and learn, dramatically affecting advisors’ interactions with their clients.
Cognitive solutions are delivering the ability to create dynamic client segmentations based on a client’s behavioral profile, predicting client life events and forecasting client attrition while identifying new product opportunities.
Join Rob in taking a look at the future of the wealth management industry when you attend the following sessions:
While you’re preparing for the conference, learn more about how Client Insight for Wealth Management generates advanced customer segmentation based on client behavioral profiles.