Upcoming Finovate webinar, Tuesday, 28 November, 11am ET / 8am PT, co-sponsored by Genesys and AWS
Hear wealth administration consultants from Genesys and AWS focus on how you can navigate the altering consumer expertise panorama. Learn to leverage cloud expertise to optimize your service mannequin, stability shifting priorities, and allow goals-based wealth administration. We’ll additionally discover how new applied sciences like generative synthetic intelligence (AI) can improve the consumer expertise.
Webinar takeaways:
- Be taught concerning the evolution of the totally different service fashions, together with Advisor-led, Self-serve and Hybrid approaches and rising consumer wants from UHNWI, HNWI, Household workplace, and Mass prosperous prospects
- Acquire a deeper understanding of consumer expertise priorities together with onboarding, service and channels, personalization, safety, and schooling/monetary literacy
- Perceive the potential and consumer use circumstances for generative AI – what’s actual now and what’s coming subsequent, the strategy, and utilizing it for inner vs. exterior workflows
