Bill Walton Speaks at Digital Wealth Management Conference in NYC- IN|VEST 2018

​I spent the day at IN|VEST 2018 yesterday in NYC as an evangelist, a trainer and thought leader. The conference was well produced and the speaker roster couldn't have been a better fit. The goal - provide concrete ways to leverage digital wealth technology internally and externally to drive seamless financial experiences that feel like consumer experiences. Here's a list of the key observations. Please excuse the brevity:

• This is the right conference at the right time
• Investors want faster/cheaper/more personal/seamless/simple. Think Uber
• AI in the next 12-18 months will be prevalent and drive engagement
• This is still a persona-based business
• A key expectation of the digital client: "Show me you know me"
• Consumers want the ability to go from purely digital to human hand holding

REMANING QUESTIONS and TO DOs:

• Know what level of financial literacy you want to target
• How will you gauge the right level of profitable "personalization" 
• This is about speed - can your internal culture keep up? 
• Internally - figure out what your people do best, automate the rest
• Create holistic offerings vs. siloed services for investing
• Do you have the right data - consumer data, AI, etc and the actionable insights from it? 

For more insights, call or text  917-439-3271 and I'd be happy to share more.  - Bill

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