Maximising Digital Journeys in the Wealth Management Sector


The customer journey is now a largely digital experience, with customers discovering and interacting with wealth managers through more digital channels than ever before.

In a sector that has traditionally relied on face-to-face communication to get clients in through the door, how can wealth managers guarantee that their digital presence is strong enough to attract clients online?

With the fastest conversions coming from people looking to switch banks, what are the ways in which the sector can ensure their digital offerings are best positioned to reel in clients from the digital space? In this session we will explore:

  • How to source leads digitally and get your business in front of the right people
  • Setting up the funnel to seamlessly lead potential clients from search to conversion
  • Tips and tricks to minimise drop offs midway through the customer journey




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