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.