Today’s wealth clients don’t just pay for advice.
They pay for the experience.
From the first interaction to ongoing reviews, premium clients expect a seamless, beautifully branded digital journey — not generic portals or clunky processes. Yet many wealth firms are still relying on tools that function, but don’t impress, don’t scale, and quietly erode perceived value.
This live webinar, the first of our new 2026 series, introduces a modern wealth management roadmap — showing how firms can deliver a pixel-perfect client experience and make life dramatically easier for advisors.
What you’ll learn
In this session, we’ll walk through a modern advice journey and show how leading firms are:
- Delivering premium, branded client experiences: Move beyond “bog-standard portals” with intuitive, visually rich interfaces clients actually value.
- Simplifying advisor workflows: Replace knowledge-heavy, error-prone processes with clear guidance, big actions, and idiot-proof design that boosts adoption.
- Shifting focus from tools to outcomes: See how firms reduce effort by 60–70% through automation, smarter data capture, and streamlined onboarding.
- Designing a scalable advice journey: From lead to prospect, prospect to client, and beyond — without rebuilding everything each time.
What you’ll see
- A high-level walkthrough of a refreshed, modern wealth environment
- Examples of beautifully branded client and advisor experiences
- How partner capabilities (including digital ID and data capture) fit naturally into the journey
Who should attend
- Wealth management leaders and partners
- Heads of client experience or digital transformation
- Advisors looking to modernise onboarding and reviews
- Operations and compliance leaders focused on efficiency and scale
Join us to see what a modern, outcome-driven wealth experience looks like — and how you can deliver it without adding complexity.
Register