Key Themes & Changes in Wealth Management Client Experience and the Impact of Generative AI

Hear from wealth management experts from Genesys and AWS about how to navigate the changing client experience landscape. Learn how to leverage cloud technology to optimize your service model, balance shifting priorities, and enable goals-based wealth management. We'll also explore how new technologies like generative artificial intelligence (AI) can enhance the client experience.

Webinar takeaways:

• Learn about the evolution of the different service models, including Advisor-led, Self-serve and Hybrid approaches and growing client needs from UHNWI, HNWI, Family office, and Mass affluent customers
• Gain a deeper understanding of client experience priorities including: onboarding, service and channels, personalization, security and education/financial literacy
• Understand the potential and client use cases for generative AI – what’s real now and what’s coming next, the approach, and using it for internal vs. external workflows

Led by David Penn, Senior Research Analyst, Finovate, the panel will feature:

• David Porter, Managing Director, Genesys
• Christopher R. McDonald, Leader, Wealth Management Sector, AWS