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InterContinental Miami
100 Chopin Plaza
Miami, FL 33131
Tel: 1-305-577-1000 or
1-800-496-7621

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Forward this Session

DELIVERING A HIGH-TOUCH, HIGHLY ENGAGING MOBILE EXPERIENCE: LESSONS FROM THE WEALTH MANAGEMENT WORLD

Many lessons can be learned from financial institutions that cater to clients with high expectations.  The wealth management market—including, brokerages, private banks, trust companies and wirehouses—aims to provide its high net worth and affluent clientele with a highly engaging customer experience, and these days that includes utilizing digital strategies. This session gathers together organizations that look to offer a rich customer experience through a broad digital strategy including the use of mobile and tablet devices. Key points covered include:

  • Examples of how digital strategies are transforming wealth management
  • The role of mobile and tablet applications to improve customer experience
  • How digital strategies including mobile can enable financial advisors and private bankers to offer better client service

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