As part of FactSet’s Digital Wealth Management Thought Leadership series, we are excited to take the discussion further on the key topics of optimization, visualization and personalization, in our three-part webcast series: Digital Wealth Management Applied.
Listen to the first of these 30-minute live sessions, and hear from two of the experts behind this industry research into the needs of high net worth clients, Philipp Zerhusen, FactSet and Tasha Vashisht, Scorpio Partnership. As industry professionals and consultants to financial advisors across the globe, our speakers share their insight on how the five tactics discussed in the first part of our eBook, Making Digital Pay, can be applied to the client experience and advisor workflow to develop a digital strategy that adds value - to the firm, to your high net worth investors, and to your book of business.
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