Capital Markets | Corporate and Commercial Banking | Wealth Management and Private Banking

Amidst digital disruption and an impending age shift of customers, firms know they need to counter the threat of robo-advisors.

Join Bryan Sachdeva, Senior Director of Wealth Management & Private Banking Solutions at NexJ Systems, for a webinar on how leading wealth management firms are attracting, retaining, and empowering advisors with digital tools to maintain and grow their business. It all starts with establishing a comprehensive customer view, and then:

  • Integrating key customer systems and data to improve advisor experience
  • Streamlining key tasks and workflows to increase advisor productivity
  • Enabling advisors to collaborate with customers and enable omni-channel customer service
  • Displaying relevant KPIs and dashboards to influence advisor behaviour
  • Leveraging social media analytics to gain insight into relevant news and information to personalize service
  • Delivering a modern, cross-device user experience to ensure platform adoption