Webinar: Why marketing can make or break digital wealth management


The established wealth management industry, already subject to numerous competitive pressures, is facing further disruption with the emergence of a new, digitally native generation of customers.

It’s clear that digital transformation is vital for survival as organisations vie to meet the changing needs and behaviours of this tech-savvy generation.

And, with technological change affecting every part of a brand’s identity, from how it acquires customers to how it engages and communicates with them, how can marketers champion change to equip their organisation for a new era, and thrive, rather than survive this seismic change?

Join us for an exclusive webinar to consider what a successful client acquisition/retention model looks like in digital and discuss the role of the marketer to drive success.

Join us via our BrightTALK channel here.


Sally Allan, Chief Marketing Officer, Wealthify
Paul Das, Founder & Managing Director, ProFundCom
David Joyce, CEO, Crealogix
Tom Fry, Managing Director, Resonance Crowd

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