Key Themes & Changes in Wealth Management Client Experience and the Impact of Generative AI

Estimated read time 1 min read

Upcoming Finovate webinar, Tuesday, 28 November, 11am ET / 8am PT, co-sponsored by Genesys and AWS

Hear wealth management experts from Genesys and AWS discuss 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


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