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WHO

Fiduciary services providers, Wealth Advisors, Legal Advisors

WHEN

June,25 2020

Where

Virtual

WHY

The legal, advisory and fiduciary industries are set for technological disruption, just as all other industries have.

TOPICS

Enhance Human Relationships

The role of legal, fiduciary and Wealth Advisors demand the human ability to connect with a client’s individual, family and business needs into a cohesive strategy for managing family dynamics and wealth.

Such contextual relationships cannot be automated, but enhance through technology.

Using Technology to Enhance Business Development

Digitized advice and process automation are combining to produce efficient and cost-effective solutions for clients. Information can be produced on-demand, and delivered wherever, whenever and however the client chooses.

What the Future Holds

Some believe this evolving tech-enabled playing field will render some professional roles obsolete. We see a very different and promising future unfolding.

Personalizing Experiences

Technology cannot replace the human touch but allows to customize service offerings and personalize the client experience to a degree that was previously not possible.

Embracing the Opportunity

As technology augments the professionals’ tool kit across the value chain, those willing to embrace these cutting-edge resources stand to gain a disproportionally large slice of a growing economic pie in years to come.

Success Cases

Join the conversation about how you can enhance your most important (and sustainable) deliverable: your relationship with your clients.

OUR PARTNERS

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