Client Engagement and Advice Track — Panel 3: Financial Householding—Aggregation Efforts and Emerging Unified Platforms
Date & Time
Wednesday, November 10, 2021, 12:15 PM - 1:00 PM

Understanding the importance of householding in wealth management has become essential for firms to provide differentiated and tangible value for clients. From enhancing client engagement and experience, addressing holistic advice and investment outcomes, and ensuring financial wellness to risk management and multigenerational client growth, financial householding can benefit both clients and wealth management firms. And leveraging effective technology platforms and digital tools can optimize this journey manifold. This panel will discuss:

  • How are firms approaching financial householding?
  • What tools and platforms are being leveraged to household client information and managed investments (CRM, aggregation tools, AI/bots, UMA and UHA development)?
  • What are the key challenges to householding, from data gaps and quality to information-gathering techniques and integration, lack of a single platform solution for regulatory issues, and more?
Meghna Mukerjee