Our working practises have changed, our clients’ behaviours have changed and using digital tools to work remotely with each other is the new normal.

It has never been more important to be effective in your client communications.

Those firms that are embracing digital technology are benefiting from better data security, massive operational efficiency gains and making their businesses stronger for the long-term.

In a webinar with Goodacre CEO Stephen Pinner & Tessa Lee, managing director of moneyinfo, we provide practical examples to show how wealth management firms are making best use of new technologies to provide a better client experience.

• Your client’s key concerns (07:40)

• The challenges for firms (11:34)

• Stop emailing and communicate (13:12)

• The Zoom Boom (19:57)

• e-Signatures – the end of the road for post (24:22)

• Fully automate your reporting (32:53)

• Self-isolate from your portfolio - Equilibrium client story (36:00)

• Q&A (42:56)