This event is divided into two focused sessions — Banking and Wealth Management — allowing attendees to join either or both based on their interests. Featuring exclusive research industry leader Coalition Greenwich, the webinar will explore how financial institutions can deepen client relationships, drive growth, and stay competitive in a rapidly evolving landscape. Whether you're looking to sharpen your go-to-market strategy or discover new ways to leverage social media, this event offers actionable takeaways for every segment and role.
2:00-2:40PM - Banking Session
This session highlights key findings from Coalition Greenwich’s U.S. Commercial Banking Study, focusing on how small and mid-sized businesses choose banking partners. Topics include dissatisfaction with traditional banks, the role of LinkedIn in decision-making, and the importance of relationship managers and digital service.Â
2:45-3:30PM - Wealth Management Session
This segment explores investor trends from Coalition Greenwich’s global wealth studies, including digital expectations, generational shifts, and advisor selection. It emphasizes how wealth managers can better engage high-net-worth and emerging affluent clients through personalization and tech-enabled experiences.
