The Digital Experience

The Digital Experience

Speakers: Mike Cogburn, Head of Digital Consulting and Innovation at SS&C Technologies

Firms are well aware that they must deliver on consumer demand for a personalized, streamlined digital experience in order to remain competitive. The next-generation’s higher expectations for the digital customer experience are directly impacting how advisors are doing business and what advisors and investors expect asset managers to provide. Mike will discuss:

• Why the digital experience is now an industry differentiator
• Share recent research findings and trends, including why the industry will see more marketing to retail direct investors by more firms
• Provide recommendations to enhance digital experience as it relates to the financial advisor experience

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