Celent Securities & Investments Event--Digital Strategies: Effective Client Service across Mobile and Social Channels

New York, New York
Thursday, June 20, 2013
Celent Securities & Investments Event--Digital Strategies: Effective Client Service across Mobile and Social Channels
Thursday, June 20, 2013 3:00 PM - 6:00 PM (Eastern Time)

Oliver Wyman
1166 Avenue of the Americas
28th Floor, Empire Conference Room
New York, New York
United States


Download the agenda.

A full digital strategy includes online functionality, mobile applications, and social networking functionality for both end users and advisors. Mobility development among wealth managers has been slow but at Celent we expect mobile adoption to increase in the coming years. The use of social media is even more nascent, but evolving rapidly. At present, most wealth managers tend to display strengths in one channel, typically the online channel, but lag in others.

Join us for this executive roundtable to learn how wealth managers are focusing on building a digital strategy to engage with customers and improve client service. We will examine the subject from multiple angles and engage in open discussions to learn how some are successfully implementing a digital strategy.

Some of the topics to be discussed will include:

  • Digital strategy definition
  • Market drivers and trends
  • Regulatory aspects to consider
  • Mobile and social media developments at wealth management and online brokerage firms
  • Wealth managers’ use of digital channels
  • Driving revenue and improving the client service experience through a digital strategy
  • Success stories around the world
  • Measuring success across the mobile and social media channels

This exclusive invitation-only event is part of a series of targeted roundtables offered by Celent's Securities & Investments Practice. Capitalizing on Celent’s position as observer and thought leader, these private, closed-door sessions provide a neutral and confidential environment to allow participants to engage openly. These sessions are limited to senior industry representatives from select organizations and are not open to the media. We will explore shared interests and develop crucial next steps on how the industry can move forward. You will come away with knowledge of the latest trends involving adoption of mobile and social channels amongst wealth managers, what is driving this dramatic market shift and how and why they are impacting your business.


For more information or to register for the event, please contact Andrew Renzella at arenzella@celent.com or +1.617.262.3124.


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