Live Demo - Digital Identity Driving Customer Engagement in Wealth Management
Details
Join ForgeRock to see how digital identity delivers innovation in Wealth Management - better customer experiences, risk-based security and enabling Open Finance.
In the live Wealth Management demo, you will see:
- Simplified but secure customer on-boarding
- Appropriate friction based on context and signals
- Enabling customers to easily manage their privacy settings
- Account claiming and linking supported by workflow
- Relationships mapped and managed
- Innovation, e.g. WhatsApp integration
Each session will consist of a 40 minute “live” demo and 5 minute Q&A (we will answer all of the posted questions in a follow-up document).
In this technical session you will learn:
"How innovative wealth management customer journeys are quickly configured to deliver great, secure and integrated customer experiences using, where applicable, third party tools."