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The Future of Finance: Navigating the WealthTech Revolution in 2024

The Future of Finance: Navigating the WealthTech Revolution in 2024

February 29, 2024 11:00 AM
CT /
12:00 pm

Explore the Future of Finance: Navigating the WealthTech Revolution in 2024

Embark on a profound journey through the evolving landscape of wealth management and the transformative influence of technology. Our webinar initiates with a comprehensive overview of the current state of wealth and WealthTech, followed by an in-depth exploration of critical topics aimed at optimizing the efficiency and effectiveness of wealth advisors and self-directed investors, along with the tools at their disposal.

In 2024, what should take precedence - experimenting with AI, constructing super-intuitive workflows and tools for human operation, or perhaps a strategic combination of both? What are the key drivers paving the way for this digital transformation?

Delivery of Best-in-Class Workflows for Advisors:

  • Identification and overcoming of common inefficiencies within current wealth management workflows.
  • Implementation of agile and adaptable workflow systems to respond to dynamic market conditions.

Development of a Superior Wealth Management User Experience:

  • Formulation of strategies to create intuitive and engaging digital platforms for both advisors and clients.
  • Balancing technological advancement with user-friendliness in application design.

The Role of AI in Transforming the Wealth Industry:

  • Exploration of how AI and machine learning can streamline portfolio management and risk assessment.
  • Examination of AI-driven predictive analytics for personalized investment strategies.

Implications and Risks of Technological Integration:

  • Navigation through the ethical and regulatory considerations in implementing AI and data analytics.
  • Assessment of cybersecurity risks associated with digital transformation.

Data-Driven Decision Making in Wealth Management:

  • Leverage of big data for more informed investment decisions and trend analysis.
  • Recognition of the role of data privacy and protection in client trust and regulatory compliance.

The Impact of Regulatory Changes on WealthTech:

  • Understanding upcoming regulatory changes and their impact on wealth management strategies.
  • Preparation for global compliance challenges in an increasingly interconnected financial world.

What You'll Learn

Section 1: Wealth Trends and the State of the Industry

Section 2: Challenges in Advisor Workflows

  • Where does all the time go?  
  • How to match customer needs with the products available?  
  • Next best action!

Section 3: How and where AI will be applied in Wealth Advisor and Client Workflows

  • To include demos from Morningstar and Expero's AI ready capability - JetPack

Section 4: Predictions

  • Where is the industry heading in the near and long term - both from a product and technology standpoint?
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February 29, 2024
11:00 am
CT /
12:00 pm
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The Future of Finance: Navigating the WealthTech Revolution in 2024
Feb 29, 2024 11:00 AM
CT /
Feb 29, 2024 12:00 PM
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