We are delighted to announce that we are proud sponsors of Arena’s Digital Integration in Wealth Management conference. The yearly forum is returning as a virtual event, on 3rd - 4th March 2021.
Operating within an increasingly digital landscape and with cross-generational trends emerging, there is still a need for the Wealth Management sector to better understand how to serve their varied clientele segments; to clarify where to strike that balance between a digital and fiscal offering.
This conference offers a strong focus on digital tools and processes that can be implemented to meet cross-generational needs, tailored to the nature of your firm and clientele. Drawing on the expertise of industry leaders including representatives from top wealth management and private banks across Europe.
Ronald Janssen (Solution Owner Goal Based Planning at Ortec Finance) will present ‘How does cost-efficient, goal based planning enhance client engagement’ on day 1, 11:40 am GMT. In this session, Ronald will discuss how to increase client engagement by focusing on the client’s personal goals, while complying with regulations. During this presentation, you will also learn more on how to boost your client engagement through monitoring your clients’ goals and automated advice and how to become THE wealth coach for your clients.
Join this insightful session and register via the button below!
Ortec Finance’s Goal Based Planning Solution, OPAL, enables financial institutions and advisers to translate their clients’ personal goals into an optimal investment plan and monitor these goals over time. It is a software solution based on proven asset and liability management techniques from the world of institutional investments; with our world-class institutional scenario engine at its core. Learn more about this solution by visiting our website or downloading the brochure.
Register for the Digital Integration in Wealth Management event here