How does RPA enable Digital Transformation in Wealth Management?

Webinar overview

Today, the wealth management industry is facing several critical issues such as staying relevant to the next generation of investors, keeping up with new technologies, and finding ways to integrate Artificial Intelligence into investment decision making and client-service processes.

That's according to a ‘Digitalization of Wealth Management 2018’ report from Thomson Reuters, which has been produced in conjunction with Forbes Insights.

These industry challenges present a great opportunity to the wealth management firms and their advisors to reinvent themselves to both deliver a superior digital experience and define a new generation of high touch services. Artificial Intelligence, advanced analytics, insights, and Robotic Process Automation have become a necessity to achieve such transformation.

Join this webinar to learn how leading wealth management firms are using RPA and AI to digitize their operations and meet clients rapidly evolving investment and service needs.

Speaker Profile

Alan Hester

Alan Hester

President, Nividous

Alan, a proven technology leader, has worked with a wide range of enterprises. He is an expert in designing technology strategies that maximize business resources with a focus on process optimization and automation to deliver optimal business results.

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