Digital Engagement Track - Panel 1: Turbocharging Prospecting, Marketing, and Client Acquisition in the Digital Normal
Date & Time
Thursday, June 17, 2021, 10:30 AM - 11:15 AM
Meghna Mukerjee, Senior Analyst, Aite Group

Working with marketing automation vendors, engaging in social selling, building out in-depth client/advisor data and analytics, and having access to a deep source of relevant content are becoming critical areas of expansion and points of differentiation for financial institutions and financial advisors.

This panel will discuss:

  • How technology is fueling marketing and business development
  • How to make client acquisition and onboarding seamless and fast
  • The new frontier of digital networking opportunities for private banks