Live Demo - Digital Identity Driving Customer Engagement in Wealth Management

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."