Upcoming Finovate webinar, Tuesday, 28 November, 11am ET / 8am PT, co-sponsored by Genesys and AWS
Hear wealth administration specialists from Genesys and AWS focus on how one can navigate the altering consumer expertise panorama. Learn to leverage cloud know-how to optimize your service mannequin, steadiness shifting priorities, and allow goals-based wealth administration. We’ll additionally discover how new applied sciences like generative synthetic intelligence (AI) can improve the consumer expertise.
Webinar takeaways:
Study in regards to the evolution of the completely different service fashions, together with Advisor-led, Self-serve and Hybrid approaches and rising consumer wants from UHNWI, HNWI, Household workplace, and Mass prosperous clients
Acquire a deeper understanding of consumer expertise priorities together with onboarding, service and channels, personalization, safety, and schooling/monetary literacy
Perceive the potential and consumer use instances for generative AI – what’s actual now and what’s coming subsequent, the method, and utilizing it for inner vs. exterior workflows
