Moderator: Dennis Gallant, Senior Analyst, Aite Group
Michael Alexander, President, Wealth Management, Broadridge
Ilan Davidovici, Principal, Client Experience, Edward Jones
Angela Pecoraro, CEO, NaviPlan by Advicent
The COVID-19 pandemic has catapulted digital engagement from an alternative way to engage with clients to the primary servicing channel. In a time of social distancing, digital platforms allow clients to feel close to the institution and advisors who manage their wealth, even if in-person meetings are not possible. When heightened fear in the financial markets is paired with great limitations to meet in person, traditional wealth management service models are put to the test. As the dust settles, the outbreak will bring appreciation for and awareness of digital engagement in financial services to a new level. This panel will discuss how leading wealth management firms have responded to the current crisis, whether their digital platforms have been able to meet clients’ expectations during a time of heightened stress, and what lasting effects the current crisis will have on their client engagement model.