The Global WealthTech Summit is hosted by AltAssets and FinTech Global, sister companies with deep, long-standing relationships with financial institutions, investors and technology companies.
NexJ will be exhibiting on November 5, and its demo at Stream 2 (Hall 2) will show how a Wealth Management-specific CRM can transform client engagement. It will also look at how Artificial Intelligence can drive the performance and effectiveness of Relationship Managers.
Andrew Cant, VP, Financial Services Solutions at NexJ, will also be a panelist at a discussion on ‘Robo Advice and Investing: Client-Centric and Innovative Digital Experience’. It begins at 12:10 pm at Hall One (Main Stream) and will cover:
- How leveraging a deep vertical CRM can deliver hyper-personalized multiple advisory models including ROBO solutions.
- How Artificial Intelligence can create client loyalty leading to greater retention of existing HNW and UHNW clients.
We also encourage you to visit NexJ at Booth #1 (Foyer, level 2) for more information on its industry-leading solutions, and how it has solved complex issues for the world’s largest and most successful wealth managers and private banks.