Portfolio information, client advice and trade execution are all expected to be done online. Planet of finance is slowly finding its happy medium between digital and human.
By Olivier Collombin, Serial Fintech Entrepreneur
Everyone is talking about how digital is transforming wealth management. Today more than ever before, clients are looking for access, speed and convenience. Busy lifestyles and technology have reduced the need for the traditional «business lunch» or physical appointment with a private banker to discuss portfolio bias or suggest opportunistic positions. Today, portfolio information, client advice, and trade execution are all expected to be done online.
Does this mean that digital has destroyed human connections in wealth management?
Planet of finance does not think so and is slowly finding its happy medium between digital and human. As the largest global online community dedicated to wealth management it has embraced the power of technology and created a global online community united across a common purpose: building connections.
The power of its global community also resides in the strength of its local representatives. The team behind Planet of finance understood that despite the power of technology, people wanted to connect with people.
To that effect it has successfully developed a brand ambassador program which is now active in 10 countries across the world. The Planet of finance brand ambassadors are building the human connections needed to create lasting relationships. They are engaging with their local finance communities by organising networking events, business lunches and client meetings.
Wealth management power houses are also understanding the benefits of this strategy
The big names in wealth management are catching on to this need to balance digital and human. Pictet Asset Management recently decided to re-enforce this strategy by co-hosting a networking event with Planet of finance in Zurich. The vibrant Planet of finance community in Zurich did not disappoint and was on hand to share and discuss whether «digitalisation proved its worth as an investment theme».
Planet of finance has understood today’s reality that one growing part of success will lie in the nurturing of company communities both online and in real life.
Planet of finance is still looking for local representatives in Germany, Singapore, Canada, Brazil and Mexico. Click here to apply.
- Do you want to co-host a Planet of finance event and engage your local finance community? This email address is being protected from spambots. You need JavaScript enabled to view it..
