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Blog

Insights from the field of Selling

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

7/11/2018

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​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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    Bill Walton Sales Training has over 60  years of collective Fortune 500 company experience in Sales, Sales Training and Field Sales Management. Our specialty is preparing individuals and organizations to present their value propositions in a way that results in higher close ratios. Our team are un-blurring the lines of differentiation between their client's fiercest competitors.

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