“Multi-Millionaires don’t know their worth” #Wealthmanagement in the Digital era

Not only insurance carriers, sales agents and retail banks are affected by digital transformation, but also the private banking and wealth management industry. 

Therefore I was super happy to be invited to the Fund Forum in Copenhagen by April Rudin. April is the Founder and CEO of the Rudin Group, a wealth management financial services marketing firm that’s been in business for the past decade. She is a Member of the Board of Advisors at Mirador LLC and the Forbes Agency Council, and a renown blogger at the Huffington Post.

Recently, April was named the number one global influencer for wealth management. Her passion in #FinTech, #Wealth and #NextGen has seen her attract both big and small financial services brands as well as insurance nerds like me. 

As you’d expect, I’m here to scout the trends, so you don’t have to. In this video, April talks about wealth creation & management, trends, generations, customer experience, digital offering.

According to April, wealth management firms and asset managers need to create products to help capture the interests of the new generation of millionaires and multimillionaires. She also believes that there is an opportunity for platforms to help families to invest or meet their ideals or even create more communities.

Again, it’s interesting how a lot of people aren’t able to say “this is the value of my assets” in real-time. But April explains how reporting standards are now being created with data plugs into platforms to help people see their holdings at any time or place. 

Thanks, April for inviting us and having this conversation on stage.

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