Kidbrooke Insights Podcast

How to Turn an Incumbent Wealth Manager Into a Digital Leader?

July 22, 2022 Natalie Burke, Zaliia Gindullina Episode 4
How to Turn an Incumbent Wealth Manager Into a Digital Leader?
Kidbrooke Insights Podcast
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Kidbrooke Insights Podcast
How to Turn an Incumbent Wealth Manager Into a Digital Leader?
Jul 22, 2022 Episode 4
Natalie Burke, Zaliia Gindullina

This time we invite you to listen to the webinar hosted by Kidbrooke in cooperation with  PIMFA, where Phillip Allen is joined by our CEO Fredrik Davéus and Joakim Pettersson, Digital Strategy and Innovation Lead at Skandia, as they go through their experience of turning a traditional, face-to-face wealth manager into an omnichannel, lean, and digitally empowered market leader. They discuss how Wealth Management firms can:
• Manage risks and overcome common challenges linked to updating an incumbent wealth business
• Follow a simple blueprint to achieve their digital ambitions and demonstrate significant improvements in customer engagement
• Learn how the application of financial analytics can help you shape frictionless, pedagogical, and visual customer experiences.
Enjoy!

Show Notes

This time we invite you to listen to the webinar hosted by Kidbrooke in cooperation with  PIMFA, where Phillip Allen is joined by our CEO Fredrik Davéus and Joakim Pettersson, Digital Strategy and Innovation Lead at Skandia, as they go through their experience of turning a traditional, face-to-face wealth manager into an omnichannel, lean, and digitally empowered market leader. They discuss how Wealth Management firms can:
• Manage risks and overcome common challenges linked to updating an incumbent wealth business
• Follow a simple blueprint to achieve their digital ambitions and demonstrate significant improvements in customer engagement
• Learn how the application of financial analytics can help you shape frictionless, pedagogical, and visual customer experiences.
Enjoy!