Wealth Management Client Experience and the Impact of Generative AI

On-Demand Webinar

Hear from wealth management experts from Genesys and AWS about how to navigate the changing client experience landscape. Learn how to leverage cloud technology to optimize your service model, balance shifting priorities, and enable goals-based wealth management. We’ll also explore how new technologies like generative artificial intelligence (AI) can enhance the client experience.

Webinar Takeaways:
  • Learn about the evolution of the different service models, including Advisor-led, Self-serve and Hybrid approaches and growing client needs from UHNWI, HNWI, Family office, and Mass affluent customers
  • Gain a deeper understanding of client experience priorities including: onboarding, service and channels, personalization, security and education/financial literacy
  • Understand the potential and client use cases for generative AI – what’s real now and what’s coming next, the approach, and using it for internal vs. external workflows
In collaboration with:

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David Porter
Managing Director, Genesys

David serves as the leader of the Financial Services sector at Genesys, helping some of the world’s largest banks, insurance, and wealth management firms to create a better customer experience. Before Genesys, David spent his career working with customers while at JP Morgan Chase, American Express and Lloyds Bank.

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Christopher R. McDonald
Leader, Wealth Management Sector, AWS

Chris serves at the Industry Specialist of Capital Markets at AWS. He has over 20 years of experience with roles focused on global product management, compliance and regulation at Bloomberg and executive management roles at Goldman Sachs, JP Morgan Chase.

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David Penn
Moderator, Research Analyst, Finovate

David Penn is a Research Analyst with Finovate. He has 20 years of experience as a writer, blogger, and journalist covering the financial markets, small businesses, and technology. He is the author of Finovate Global, a weekly look at fintech in developing markets around the world.