Building Digital Trust in a Transformed World
Many of us are realizing that the pandemic drove a decade’s worth of digital transformation in less than a year, and demanded that we focus on wellness – not just physical, but mental and financial to survive unprecedent change and upheaval. In financial services, we saw temporary closure of traditional in person gatherings like branches. This coupled with investors’ need for more personalized help and guidance and a flood of first-time investors with heightened expectations has meant a dramatic increase in reliance on digital tools and experiences. At the same time, unexpected players – both big tech companies and fintech start-ups – are entering the financial scene to compete on these trends. So where do we go from here? Now more than ever, trust is at a premium and reserved for brands that understand what matters to people on a deeply personal level. This session will focus on digital and consumers trends shaping the future of investing. Can technology finally level the investing playing field as the great equalizer? Can the average person expect to have access to “finance coaching” and “bite-sized” advice? How can I get a deeply personalized plan and portfolio that reflects issues I care about, such as the environment, social responsibility, and gender equality?
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