NEWS

Driving bank profitability with a digital advice platform

October 2019

How can banks create a profitable digital advice offering for mass affluent customers and grow their advisory business? Watch this on-demand webinar from Jemstep and Key Investment Services. You’ll learn about the key levers for configuring and launching a successful digital advice solution - from strategy to implementation to investment solutions - and the impact on client and advisor profitability.

 

 

  • What are the opportunities for launching digital advice?
  • What are the expected costs?
  • How can you make digital advice profitable for mass affluent clients?
  • How should you build the business case for digital advice to gain organizational support?
  • What are best practices for implementing a platform and increasing advisor adoption?

Contact us to continue the conversation on digital advice or to see a demo of the Advisor Pro platform.

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REQUEST A DEMO
In 20 minutes, we’ll show you how Advisor Pro can work for you. Contact us for a demo.