You know how to impress clients who visit your office – but how do you delight and connect with them through a digital experience? Hear AdvisorEngine design and technology experts explain how you can use design thinking to harmonize your brand identity, connect your value across platforms and bring a level of personalization to your clients that is meaningful to them.
What you'll learn:
+ What design thinking is and how it works in wealth management + The process to bring your value to digital experiences + Achieving personalization at scale
Who should attend:
Growing RIAs and firms looking to understand how to expand their digital presence.
