Digitization and the Relationship Imperative

Digitization has transformed every industry and created an expectation among consumers that almost all business can be conducted on demand, online, and without the need for direct human connection. For industries like wealth management and insurance, which have historically relied heavily upon personal relationships, they must balance the efficiencies of technology with the importance of a value-add, client-centric approach. The ability to achieve the right mix between technology and person-to-person interaction will determine the leaders in the industry. In this conversation, Wealth Management and Insurance Management program lecturers debate the merits of the digital revolution—particularly as it relates to the complex psychology of people and what influences their choices.

Panelists: 

Matthias Paul Kuhlmey
Lecturer, M.P.S. in Wealth Management, School of Professional Studies; Chief Development Officer, Hightower Advisors

Meghaan R. Lurtz, Ph.D. 
Lecturer, M.P.S. in Wealth Management, School of Professional Studies; Writer and Senior Research Associate, Kitces.com

Alejandro Zarate Santovena
Lecturer, M.P.S. in Insurance Management, School of Professional Studies; Senior Vice President, Marsh-USA

Moderated by: 

Philipp Hecker 
Advisor, M.P.S. in Wealth Management, School of Professional Studies; Wealth Management Strategist 

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