In this episode we will discuss how wealth management can use technology to radically transform the customer journey, what is the right mix of human and tech, and the future of events.
Alejandra Slatapolsky is corporate communication and marketing leader with over 18 years of experience in B2B financial services, fintech, law and technology. Her expertise includes thought leadership strategies, publishing, training and education.
Key takeaways- Finance and Wealth Management are lagging behind in their technology adoption but they have an opportunity to use it to enhance their customer journey
- Tech is not about replacing the human touch, on the contrary, it should free more time for more personal connections
- The future of events is virtual, even if the lockdown ends tomorrow
Negative referrals are usually more vocal than positive ones. So for me, it's about blowing their mind in the customer experience so that they are able to feel confident to recommend you to others.
If you convert your manual processes in automatic processes, it is going to free up your time to connect with customers in a human way.
Look at the whole client journey. Implementing a technology doesn’t mean put it in front of the client and forget about it.
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