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The Virtual Financial Advisor: Delivering Personalized Advice in the Digital Age

Featured Speakers:

Greg Friedman, CEO and Co-Founder, Private Ocean Wealth Management

Tony Leal, President, MoneyGuidePro

Andrew Smith Lewis, Chief Innovation Officer, CAIS

Andy Wang, Global Head of Wealth and Asset Management, Salesforce


For the future of financial wellness, there is an expanded scope for the expertise that people expect advisers to provide. It’s not just investments, but insurance, workplace benefits, healthcare implications, and social impact investing. However, most advisers do not have the time or tools to deliver such personalized communications. Advisers have two key needs: surfacing needed information and delivering that personalized advice to clients in the time and mode they have chosen. In this session, we will hear from industry experts on what personalized financial advice looks like and how advisers can use technologies to deliver personalized and differentiated advice.

 

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