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INNOVATE North America 2022: How Client Engagement is Evolving in Wealth Management

Published Date

Karen Oakland, VP Vertical Marketing – Finance, Smart Communications

Kristen Keenan, Sr. VP Technology Solutions, Shared Services – Digital Process Automation, Northern Trust

Kirsten Fredrickson, Second VP, Sr. Product Manager, Northern Trust

For leaders in wealth management and private banking, changing client demographics and expectations means every customer experience must be easier and faster than ever before. Increasing competition from technology-driven digital disruptors, including robo-advisory services and challenger banks, makes new client acquisition and current client retention increasingly difficult.

Join us for a discussion of how Smart Communications customers are tackling these challenges and overcoming barriers to change. We’ll share how firms are accelerating investment in technologies to both improve client-advisor relationships and grow market share among HNW and mass affluent investors, building competitive differentiation in an increasingly crowded space.

Hear how Northern Trust has shifted to digital with a forms Center of Excellence. Learn strategies for improving client onboarding, reducing friction and manual work. See a demonstration of the new interactive Client Reporting module, delivering an omnichannel, highly personalized and interactive experience for investors and advisors.