How design thinking brings you closer to clients

You know how to impress clients who visit your office – but how do you delight and connect with them through a digital experience? Hear AdvisorEngine design and technology experts explain how you can use design thinking to harmonize your brand identity, connect your value across platforms and bring a level of personalization to your clients that is meaningful to them.

What you'll learn:

+ What design thinking is and how it works in wealth management
+ The process to bring your value to digital experiences
+ Achieving personalization at scale

Who should attend:

Growing RIAs and firms looking to understand how to expand their digital presence.