Wealth management’s future in 3 words

All financial advisors must implement digital tools in their practice or they will lose clients to competitors, says Kelli Keough, the global head of digital wealth management for JPMorgan Chase.

“I have three words for you. Choose, use or lose,” said Keough, speaking at SourceMedia’s In|Vest conference in New York. “First, we know that clients choose firms based on the digital experience — all levels of wealth. Secondly, they use digital more than you expect ...

"And then finally, lose. If we don't have a fantastic experience for our clients, we in our industry will lose clients to those who do.”

In|Vest 2018 brings together the entire wealth management industry – leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York July 10-11, In|Vest facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation meets the reality of market execution.

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