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This event will explore some of the key considerations and challenges faced by Wealth Managers and Private Banks when adopting a hybrid advisor model.
The discussion will focus on:
– Achieving the right blend of digital and human services
– What clients really expect in terms of a real-time, transparent and personalised experience
– The risk of doing nothing and the challenges of a converging market
– How to measure the success of a hybrid model and control costs
This is an interactive event only available to a small group of attendees, early booking is essential to guarantee your place.
All registrations will be approved by PIMFA before a place is confirmed.