HNW Customers Want More from the Digital Experience

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The HNW Digital Experience

Lessons Learned from UBS Wealth Management

Recent research from J.D. Power found that high net worth wealth management clients are significantly underwhelmed with the digital experience their wealth management firms are offering.

But UBS Wealth Management has embraced the reality that digital experience is a major differentiator. The firm has found that it's not just about building new apps like the award-winning, client app that UBS released in March 2018, it's also about building an internal capability.

Come to In|Vest 2019 to hear from Kraleigh Woodford, Managing Director, Head of Digital Client Experience at UBS Wealth Management. Kraleigh will share her views on what it takes to engage affluent clients digitally and how this emphasis on client digital experience is transforming UBS and meeting customer expectations.

Kraleigh Woodford
Managing Director,
Head of Digital Client Experience

Gauthier Vincent
Principal and
Wealth Management Leader

(Session Moderator)

Contact

Ingrid Olsen
(212) 803-8456
Grace Leaper
(646) 851-0822

Sponsor or Demo

Stacy Gellman

(212) 803-8841

PRESENTING PARTNERS

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