While many still view wealth management and investing as primarily a handshake game, the writing on the wall simply cannot be ignored.
The largest wealth transfer in the history of the world is underway as baby boomers begin to pass their nest eggs to a more digitally-savvy generation. Margins and traditional business models have come under attack from automated services and AI-enhanced products. And the constant push to exceed already lofty expectations has left many firms in a challenging spot.
The elephant in the room: how do you best honor the past, while charging forward into the future?
Wealth management and investment firms come to Solstice to help reimagine their advisor and client journeys for the digital age and to develop ground-breaking new digital solutions.
For customers and clients, this means greater access to empowering information, enhanced transparency and ultimately, greater confidence. For internal stakeholders and advisors, the right investments in digital innovation can maximize the value-to-facetime ratio.
Working with Solstice, a longtime wealth management client has completely reimagined how their advisors spend their highly valued time over the last several years. Through smart, digital investments, Solstice has helped to overhaul client portals, create new applications in the cloud and update front and back-end infrastructure, allowing clients around the globe to access their funds on their terms.
While many are still on the proverbial sidelines when it comes to the rise of conversational user experiences, Solstice recently helped one of the world’s largest investment firms jump in head first. Solstice built and released one of the first Alexa skills that
In the last year, we saw the hype machine around "Conversational UX" reach peak fervor. With the explosion of chatbots, virtual assistants, and robotics, natural-language interactions will undoubtedly become the norm in terms of how people expect to interact with technology in 2017. While pundits have been shouting that it’s the next big way in which companies will reach their customers, there are still many questions that remain unanswered:
In this Playbook, we’ll answer these questions and more; all to empower you to take the first steps towards building a comprehensive conversational UX strategy.
The only constant in wealth management
On this webinar, Paul Heckel, VP of Customer Experiences, sits down with Sarah Lavin, SVP, Wealth Management Strategy & Product Design at Northern Trust to discuss strategies, tools, and tactics for keeping pace with demographic shifts, AI, and elevated expectations.
Tune in now to learn more about:
Solstice is an innovation and emerging technology firm that helps Fortune 500 companies seize new opportunities through world-changing digital solutions.
As strategists and consultants, we help organizations evolve their digital strategy to solve mission-critical problems.
As designers and developers, we build incredible digital solutions that transcend a standalone product and transform an organization’s relationship with its customers.
Get in touch with our VP of Customer Experience, Paul Heckel.