As wealth management firms strive to provide the best customer experience in a competitive marketplace, it is essential to understand how the data needs and digital expectations of their clients will evolve in the future.  In response to this WealthBriefing is partnering to host a webinar to discuss these issues.

Refinitiv recently surveyed over 1000 self-directed and advised investors globally on how their trading activities, data needs and digital expectations have changed in the last 12 months. We found that the appetite for data, such as ESG, and intuitive analytics are growing. Enthusiasm for responsible investing rises to 61% of millennial investors.

The research shows that 39% feel that they currently lack access to data and content that would help their investment decision making. This provides a great opportunity for digital wealth providers to address any gaps and tailor services and solutions to cater to these needs to stay relevant.


Join our panel of EMEA wealth management experts to discuss their views on these insights, including:

  • Changes in investor behaviour and requirements in the last 12 months – did COVID-19 and the subsequent volatility expose any data gaps?
  • Next generation investors with next generation data and analytics demands – what trends and content sets are influencing millennial investment decision making?
  • Data on the data – finding investment ideas in alternative data sources, such as news and social media sentiment analytics


Register now to hear from our experts and have the opportunity to understand what you can do to provide the best client experience.


Webinar details
Date: Thursday 18th March
Time: 10:00 GMT / 11:00 CET
Duration: 60 minutes
Login:  Details provided after registration
Unable to join on the day? Register anyway and we'll send you the recording.


Date and Time

Date: Thursday 18th March - 2021
Time: 10:00 am – 11:00 am



About our Sponsors



Giovanni Lietti

Product Manager


Giovanni Lietti is the  product manager for Avaloq AG. Avaloq, an NEC Company, is leader in core banking software, digital banking and digital wealth management and is a fast-growing provider […]

Leslie Gent

Head of Responsible Investing


Leslie Gent, a Managing Director at Coutts, is responsible for delivering Coutts’ investment propositions. Her current role includes spearheading Coutts’ approach to responsible investing. Previous roles at Coutts include Head […]

Steven Carroll

Head of Market development, Wealth, Asia Pacific


Steven Carroll is the head of market development, wealth, Asia Pacific, for Refinitiv, formerly the financial and risk business of Thomson Reuters. Based in Singapore, Steven is responsible for Refinitiv’s […]

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and […]


Register now to hear from our experts and have the opportunity to understand what you can do to provide the best client experience.