Pulse on the Future: Recent Episodes
SEI Ventures
There’s an intersection of technology, business value and what the future will hold in driving transformation. For anyone working in today’s dynamic, ever-changing fintech environment, it’s critical to have a pulse on that intersection.
SEI Ventures created Pulse on the Future to cultivate a community of thought leaders, game changers, futurists and innovators. Our goal: Expand your mindset on what’s possible, while bringing you pragmatic business value that you can apply every day.
Russell Andrews, Global Head of Advice Solutions within SEI's Asset Management Distribution unit, joins Russ Kliman, Global Leader of SEI Ventures. They discuss how top brands have changed consumer expectations, and how five key themes play important roles in the advisor client experience.
Ashley Leuthe, Director of Solutions for SEI's Private Banking team, joins Russ Kliman, Global Leader of SEI Ventures, to take a deep dive into five key themes that can help banks create an exceptional client experience: hyper-personalization, frictionless, gamification, education, and social.
What might financial advisors learn from leading digital brands like Google, Amazon, Netflix and others when it comes to mastering the client experience?
Russ Kliman, Global Leader of SEI Ventures, talks with Erich Holland, Senior Vice President and Head of Distribution and Engagement for Independent Advisor Solutions by SEI, to explore what should be front and center for financial advisors.