Thursday, April 23, 2020 | 11:00 AM EST

Navigating Wealth Trends in Uncertain Times

As the world grapples with the coronavirus pandemic and comes to terms with its wide and far-reaching implications, global wealth managers have had to quickly recalibrate and adjust to a new reality, the likes of which none have ever experienced. Almost overnight, the pandemic has forced firms to recast their business models more tangibly around digital client engagement. 

Join this webcast to understand where leading financial institutions stand today in their ability to respond to their client’s needs in a time of heightened stress and what capabilities will be essential for successfully weathering the current COVID-19 crisis situation.

What you'll learn:

  • How wealth managers need to adjust in a world of social distancing
  • How to support your advisors in demonstrating value-add to clients, identify clients at risk, and prioritize communications
  • Operational scale in response to heightened market volatility and client requests


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