Join us as we discuss trends driving change and digital transformation in wealth management. Vijay Raghavan, Senior Analyst at Forrester, will share how levels of self-directedness are driving new customer segmentation models across the industry. You’ll also learn how Envestnet MoneyGuide is transforming the advisor-client dynamic through MyBlocks, interactive modules that allow clients to better serve their needs and provide them with powerful tools and resources needed to answer complex financial wellness questions.
Sign up for our webinar to:
- Learn how FinTech entrants are winning customers with new and engaging digital experiences, in addition to how you can better define the next generation of self-directed clients for your firm.
- Understand how investor behavior and preferences will help prioritize the right technologies for your business.
- Create more meaningful, personalized, and productive experiences for your clients with MyBlocks from Envestnet MoneyGuide.
- Learn how to leverage MyBlocks to help you prospect, onboard, and engage clients.