What to Look for in 2023: Five Trends in Digital Wealth Experiences

Date: Thursday, December 08, 2022
Time: 2:00 pm - 2:45 pm

Wealth management is about connections—connections between advisors and their clients, firms and advisors, households and family members, products and investors, and data and insights.

Many independent financial services firms are struggling to keep up with this digital transformation. They have disconnected systems, data that is unusable and clients with increased demands. This can translate into inefficiency, higher costs and broken relationships.

Learn how new software solutions can create a connected digital wealth experience. Understand the trends in wealth technology that will build meaningful connections. The discussion will include:

  • What’s next in workflow and automation for a seamless advisory experience
  • How technology will act as a bridge, connecting advisors with their clients
  • The future of digital onboarding: an online shopping cart experience
  • Redefining what wealth management is (hint: it isn’t just investments)


Darren Tedesco

Darren Tedesco

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