Discover how AI and hyper-personalization are reshaping the role of client advisors in the financial services industry. In this exclusive webinar, GateB and our software partner Pitcher explore how to enable client advisors to be more efficient, effective, and impactful in every client interaction.
🎤 Speakers:
• Brigid Ling, VP Marketing, Pitcher
• Thomas Stone, Director of Sales, Pitcher
• Rene Affolter, Managing Director & Deputy CEO, GateB
💡 What you’ll learn:
• The evolving challenges for client advisors in banking, wealth, and asset management
• How AI can enhance preparation, personalization, and compliance
• What Revenue Enablement 2.0 means for your client-facing teams
• How to unify complex data and real-time insights into a seamless experience
• Key takeaways to modernize your engagement strategies
🔗 Learn more at:
www.gateb.com
www.pitcher.com
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