Five Emerging Trends Impacting the Role of Communications in Shaping the Wealth Management Client Experience

Client experience is paramount in wealth management, yet many companies struggle to implement a meaningful communications strategy, and tailoring a personalized experience for each client can be a daunting task. This webinar explores how evolving from communications to two-way conversations can improve the client experience, remove friction throughout the client journey, and promote deeper engagement.

Specifically, you’ll learn about five emerging trends:

  • How to identify and remove friction across the client experience
  • How clients’ channel preferences are changing and how to structure communications to cater to the wide range of preferences
  • How to rethink wealth management communications as part of a broader two-way conversation with clients
  • How to balance personalization and scale in the digital age
  • How integrating disparate CX systems can lead to a deeper understanding of your clients


  • Chris Murphy, Senior Director, Product Marketing at Smart Communications