What happens when one of the largest wealth management firms reimagines how it delivers insights to clients? Enter Stifel Discover—a bold new content experience embedded within Stifel's Wealth Tracker app, designed to make investment research and other firm content feel personal, timely, and actionable.
In this exclusive webcast, hear directly from the team behind Stifel Discover as they share the story of how the platform came to life—from the original vision to unexpected challenges—and how it's already transforming client engagement. Learn how personalized content and AI are helping financial institutions break through the noise and connect with customers at scale.
Key topics include:
- Emerging consumer wealth trends and their impact on financial institutions
- The evolution of investment advice—and the growing importance of meeting clients where they are
- How AI and personalized content are redefining client engagement
- The future of hyper-personalized wealth experiences—and the role of fintech–institution partnerships in shaping it
