Digitalising Wealth Management: How to Build Omnichannel Customer Journeys

21/02/2023 1h 3min Episodio 8
Digitalising Wealth Management: How to Build Omnichannel Customer Journeys

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Episode Synopsis

For our 8th episode we thought it would be great to listen into a recent webinar collaboration we did with Goodacre UK, who are a leading specialist business and technology consultancy working exclusively with regulated companies and suppliers in the Financial Services sector.  The topic of the webinar is ‘Digitalising Wealth Management: How to Build Omnichannel Customer Journeys'. There is an ongoing debate about physical, digital and hybrid business models in the wealth management industry but listen in as Stephen Pinner (Managing Director at Goodacre UK), Joakim Pettersson (Digital strategy and innovation lead at Skandia) and Fredrik Davéus (CEO at Kidbrooke) discuss the omnichannel approach, how this is different and why modern wealth managers strive to adopt it. Discover first hand about the partnership between Kidbrooke and Skandia, how they manage risks and overcome challenges, the transformation results and finally the impact on customer relationships and engagement.  

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