--- title: Digital Engagement in Finance Webinar description: This webinar presents a diverse set of topics to inform wealth managers and other financial-services providers on how to differentiate and more closely engage with the end-user client. --- ![websites-group](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/new-MMG-01.svg) [![](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/dropdown-new-marketsmedia-logo.svg)](https://www.marketsmedia.com/) [![](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/dropdown-menu-traders-redlogo.svg)](https://www.tradersmagazine.com/) [![](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/dropdown-menu-bestexe-logo.svg)](https://www.bestexecution.net/) [![](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/dropdown-menu-fidesk-logo.svg)](https://www.fixglobal.com/) [![](https://articles.marketsmedia.com/hubfs/raw_assets/public/MarketsMedia_August2021/images/dropdown-fixglobal-new-logo.svg)](https://www.fixglobal.com/) - [*Facebook*](https://www.facebook.com/MarketsMedia/) - [*Twitter*](https://twitter.com/marketsmedia) - [*Linkedin*](https://www.linkedin.com/company/markets-media-llc) - [Newsletter](https://articles.marketsmedia.com/digital-engagement-finance-webinar#popup-newsletter) #### Want the latest news on securities markets -- FREE? 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How does a financial services firm best connect with today’s mobile-powered generation? What is the optimal digital strategy? This webinar presents a diverse set of topics to inform wealth managers and other financial-services providers on how to differentiate and more closely engage with the end-user client. \[youtube https://www.youtube.com/watch?v=p4MpytWKpA0\] [Download](http://mm.gs/1UdVOX4m) Please enter your details below to download the presentation Unlock Content ![](https://static.hsstatic.net/BlogImporterAssetsUI/ex/missing-image.png) if (subscribeunlock\_cookie == "ilovelencha") {jQuery(".subscribeunlock\_content").removeClass("subscribeunlock\_invisible");} else {jQuery(".subscribeunlock\_container").removeClass("subscribeunlock\_invisible");} #### Participants: **Jim Del Favero,** Chief Product Officer, Personal Capital **Tom Kimberly,** General Manager, Betterment Institutional **Barry Smith**, Managing Director, Global Capital Markets, Equinix Questions up for debate: - What are the challenges financial services firms have in digitally engaging with the mobile-powered generation? - How specifically is technology important in this endeavor – and what is important beyond technology? - How is the competitive battle playing out between emerging, tech-oriented wealth management firms and the ‘Old Guard’? - What is the state of the landscape for social and thematic investors and what are the implications for finserv providers? - What is ‘gamification’ and how can it be deployed as an effective marketing tactic in wealth management? - What is the future of digital engagement in finance, i.e. what will be most important in 3-5 years’ time? 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