Is ‘Hybrid Servicing’ The Next Big Thing In WealthTech?

Thursday 15 December 2022

Date: 15.12.22

Time: 11:00AM - 12:00PM (BST)

The complex world of high-net-worth and ultra-high-net-worth wealth management is embracing a new model of supporting its customers.

By augmenting traditional human relationship managers with a more personalised self-serve model pioneered by challengers in the space, wealth managers are embracing a more innovative and efficient proposition. But this change isn’t without resistance, both from existing relationship managers and internally over fears that an omnichannel approach will result in complicated, inefficient, or broken user journeys.

Yet research suggests that firms embracing this technology can effectively serve clients for a fraction of the cost – so why hold back? Find out more from our panel of experts.


Wealth Dynamix

Sign up to our Events Newsletter for discounts and early access