Webinar Replay: Wealth Management, a Digital Perspective


Download the Slides (PDF)

64% of High Net Worth (HNW) individuals expect their future wealth-management relationship to be digital; so much so, that nearly two-thirds would replace their current firm unless it’s skilled at digital outreach through integrated channels.

"Very interesting and relevant topic."
"April's talk was extremely informative, she really knows the industry very well. "

Watch this recorded interview with April Rudin, founder of The Rudin Group, a global wealth marketing firm. April brings us her unique perspective and first hand experiences on digital marketing trends in the wealth management industry and answers some key topics, including:

  • Innovating and staying faithful to the brand
  • How to bring a digital strategy into traditional marketing
  • Artificial intelligence technology in wealth management
  • Biggest trends in digital marketing for wealth management

Thanks to all those who joined the live presentation, we hope you can join us for our next webinar.

If you'd like to know more about any Kurtosys products, please request a demo using the form on this page.

Yes, please send me occasional emails about useful fund marketing resources.

©2019 Kurtosys