Live webinar series

Get inspired

You will explore the challenges faced by the investment industry. Get inspiration on how to use behavioral tech to help digitally convert die-hard savers into investors, retain investors and rejuvenate your client base.

Expert speakers

Our speakers are all experts in their respective fields. We also invite external speakers to inspire you with an outside view on the challenges the wealth management industry faces.

ON DEMAND

ESG:
Increase MiFID conversion

ESG Profiling Tips & Tricks

The upcoming EU sustainability regulation could eventually prove a commercial opportunity for the investment industry. Eventually. But there are some pitfalls to avoid. Gosia Fortuna, solutions manager at everyoneINVESTED, will inspire you on how a clever approach can help realize high conversion rates. Indeed, people need to understand or relate to the products offered. After all, the last thing we want is to disappoint clients after buying their investment products.

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ON DEMAND

Artificial Humanity: Restore the human touch in robo-advisors

Artificial Humanity to keep the human touch

The accessibility of investment services and the business impact of digital distribution channels have dramatically improved in recent years. But unfortunately, the lack of human encouragement often keeps damping client conversion and investor retention. Jurgen Vandenbroucke shares his thoughts on artificial humanity or how to restore the human touch in digital investment processes.

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expertEASE series - LIVE CHAT

Talk to an expert
September 29 at 12:00 CEST

During this new season, we invite field experts to explore some of the challenges they faced in the investment space and how they successfully tackled them. We want to keep it informal, inspiring, and interactive. It will never have been easier to access these experts directly, executives, and thought leaders. You will have the privilege and opportunity to ask your questions LIVE or even send them beforehand if you prefer.

Coming Soon