Can you anticipate what a client needs before they ask for it? Client Portals and Apps are a great way for Asset and Wealth managers to stay close to their clients. They are also a great source of valuable data, which can help you understand client behavior and provide a proactive customer experience. 

The webinar covers:

  • Analytics capabilities you will need
  • How to put Analytics to use
  • 5 real-world strategies to:
    • Increase adoption
    • Get more engagement
    • Encourage visits
    • Personalize messages
    • Detect problems

View the slides on SlideShare

About the webinar

The webinar was recorded on May 2022 and was presented by Theo Paraskevopoulos, CEO Invessed. Theo is a Digital Strategy, CX and Cloud technology expert. Since the late 90s, he has led transformation projects for high-profile financial and fintech brands across Europe. Invessed is a platform that helps Asset and Wealth Managers upgrade their customer experience, with engaging Client Portals and Apps.