Presented by Sarah Lavin, SVP at Northern Trust, and Paul Heckel, VP of Customer Experience at Solstice
The largest wealth transfer in the history of the world is underway. As Baby Boomers prepare to shift $30 trillion in assets to Gen X and Millennials, how will wealth management firms meet the next generations' expectations?
On this webinar, Paul Heckel, VP of Customer Experience at Solstice, sits down with Sarah Lavin, SVP, Wealth Management Strategy & Product Design at Northern Trust. Together, they discuss how firms are leveraging digital innovation to enhance the advisor/client relationship, experiment with new technologies like conversational UX, reduce costs and increase operational efficiency.
Listeners will walk away with knowledge on:
Tune in now.