Transforming the Digital Experience for Financial Advisors & Clients

On-Demand Webinar |  31 March, 2021

In Partnership with Tableau

The coronavirus is impacting every part of our business, from where we work to the way we measure success. The Wealth and Asset Management industry is no different – financial advisors and wealth managers are struggling to manage client relationships. Institutions are finding it difficult to support remote employees and the requirement to track their activities.

Tableau can help you lead through these changes, helping you accelerate your digital transformation to gain a personalized and meaningful understanding of your clients, risks and the actions to take to optimize your business.

In this webinar, see how you can integrate data sources from wealth and asset management platforms, find insights with Tableau that can be quickly shared internally and externally with clients.

Learn how global wealth and asset management firms have successfully transformed the digital experience for clients and financial advisors using Tableau.

Webinar Speakers

Joe Bala

Strategic Advisor,

Michael Olson

Financial Services Leader,