WEBCAST: DIGITAL WEALTH MANAGEMENT APPLIED

See how to utilize visualization techniques to win with wealth clients

Webcast Feature image 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 second of these 30-minute live sessions, and hear from industry experts on how advisory can utilize visualization techniques to win with clients in the era of hybrid advice. As industry professionals and consultants to financial advisors, our speakers share their insight on how the five tactics discussed in the second part of our eBook, Disrupting Advisory Through Design, can be applied to the client experience to develop an online wealth platform that adds value - to the firm, to your high net worth investors, and to your book of business.

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Speakers

Moderator

Philipp Zerhusen

VP, Director, Market Development

FactSet

Michael Diefenthäler

VP, Director, Client Solutions

FactSet

Moderator

Philipp Zerhusen

VP, Director, Market Development | FactSet

Since 2016, Philipp has been in charge of Market Development as a Director for FactSet Digital Solutions GmbH, and is responsible for various market segmentation, strategy and prizing projects. Based in Frankfurt, Philipp has worked in the financial industry for 25 years. Before his current role, he held various international management and senior enterprise solutions roles across EMEA at Thomson Reuters, founded a number of start-ups, and worked for several years in Asset and Wealth Management at Sal. Oppenheim. Philipp holds an MBA from the University of Cologne and a professional banking diploma.

Michael Diefenthäler

VP, Director, Client Solutions | FactSet

Michael Diefenthäler is Director, Business Consulting EMEA at FactSet. In this role, he leads the consulting team responsible for all customer consulting projects in the space of FactSet’s web-based and desktop solutions.

Michael Diefenthäler began his career in 1999, and has held a range of customer facing positions before subsequently moving into management roles in the areas of product, business development, and delivery. Through his years of experience, Michael has developed core competencies in portfolio- and wealth management, mobility and responsive design, digital banking, multi-channeling, and project management. He graduated from Wolfgang Johann Goethe University in Frankfurt am Main, Germany with a degree in Business Administration, Business Informatics, and Marketing. He holds a variety of IREB, PRINCE and ITIL v3 certifications.