Making Financial Advisors Shine: Adoption is The New Innovation
Record numbers of prospective customers want fast, efficient help with investment and life event planning and they expect personalized, digital experiences. Join John Almeida, Global Head of Wealth and Asset Management at ServiceNow, and Steve Gresham, CEO of The Execution Project, as they discuss how Wealth and Asset Management firms can accelerate their digital adoption, so financial advisors can provide differentiated services combined with in-depth analysis and expert advice for all-round fulfilling customer experiences.
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29 Jun 2022
Making Financial Advisors Shine: The War For Talent
Wealth and Asset Management firms are facing a shortage of key talent, making attracting and retaining the best and brightest people, a key management issue. Join John Almeida, Global Head of Wealth and Asset Management at ServiceNow, and Kerry Gross, Director of Research Intelligence at Arizent, as they share highlights from new research (https://urldefense.com/v3/__https://www.financial-planning.com/research-report/employers-are-scrambling-for-solutions-amid-the-great-resignation__;!!N4vogdjhuJM!Bah6GP0gzp-5Yt949_JHS9JVFKtw7IX3hwDj3ik6RGQA3OVR2EVL97ZUAVFN7N9cCJTWtvTtRxwTbZ9LdjtNGgrIL6p2wupT$) discussing how wealth and asset management firms can make their teams more attractive by digitally transforming operations to integrate front-to-back-office workflows and using state-of-the-art tools that eliminate manual processes and repetitive paperwork.
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31 May 2022
Making Financial Advisors Shine: More with Less: Meeting the Needs of a New Generation
There’s a huge opportunity for wealth and asset managers to use technology to do more with less and to strike the right balance between prospecting and delivering highly personalized wealth services to a new generation of clients. Join John Almeida, Global Head of Wealth and Asset Management at ServiceNow, and Ilan Davidovici, Principal of Client Experience at Edward Jones, as they discuss how wealth and asset management firms can transform their operations to reduce the administrative burden on advisors and in turn, improve their experience, the experience of their operational staff, and ultimately, their clients.
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4 Nov 2021
BAI Deep Dive Sept Podcast - Personalize the Customer Experience
The personalization trend being driven by online retail, streaming media and other industries is also a front-of-mind issue for banks and credit unions.
Greg Kanevski (https://www.linkedin.com/in/gregory-kanevski-b277051/), global head of banking at ServiceNow, discusses a personalization strategy for financial institutions that has an optimal mix of people and technology.
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3 Aug 2021
How to leverage multiple technologies to get the most from your operations transformation strategy
Fragmentation, manual processes and piecemeal digitalization stand between your organization and
a better customer experience. Listen to this podcast to find out how to connect your operations to provide a seamless customer experience.
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14 Jul 2021
Driving improved customer experience by improving operational efficiency in insurance
Insurers are under a lot of pressure due to operational inefficiencies. Insurers have to get a handle on operational efficiencies if they want to improve customer experiences and decrease operational expenses. Listen to learn more.
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7 Jun 2021
Operationalizing Financial Wellness in Wealth Management
John Almeida, Global Head of Wealth Industry Solutions at ServiceNow, shares the biggest challenges facing the wealth management industry today and how the financial advisors who embrace technology will be able to scale, grow, and ultimately win. Listen to learn more.
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Contact Financial Services Podcast : ServiceNow
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