• Making Financial Advisors Shine: Adoption is The New Innovation

  • Jul 20 2022
  • Duración: 21 m
  • Podcast

Making Financial Advisors Shine: Adoption is The New Innovation

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  • Resumen

  • Record numbers of prospective customers want fast, efficient help with investment and life event planning and they expect personalized, digital experiences. Join John Almeida, Global Head of Wealth and Asset Management at ServiceNow, and Steve Gresham, CEO of The Execution Project, as they discuss how Wealth and Asset Management firms can accelerate their digital adoption, so financial advisors can provide differentiated services combined with in-depth analysis and expert advice for all-round fulfilling customer experiences.

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