How Vanguard Captures the Mass Affluent Market


The retail banking and wealth customer journey has changed. The website is no longer just a bank's 'digital front door'— these days it may be the only door, and the ability to deliver on customer expectations and meet their intent is what will differentiate industry leaders and laggards.

Join this panel of experts from Vanguard, Yext, Adobe and Capgemini to learn how Vanguard harnessed the power of digital technologies to create positive customer experiences that drive growth and capture new markets, including expansion to the mass affluent space. Also in this webinar, our featured guest speaker Ted Schadler of Forrester will share his insights on digital transformation and the digital customer experience.

From this webinar, you'll take away actionable insights on:

  • how consumer behavior has changed in retail banking and wealth, and the opportunity this presents to financial institutions
  • the external pressures facing the industry, and why organizations should think differently about how they attack new markets
  • how Vanguard shaped their business and technology strategies to meet new customer expectations and capture the mass affluent market
  • the future of personalization and the foundational steps organizations should take now
Shane Closser Headshot

Shane Closser

Head of Industry, Financial Services

Christopher Young Headshot

Christopher Young

Director, Financial Services Industry Strategy

Michael Roberts Headshot

Michael Roberts

CMO, Retail

Chandramouli Venkatesan Headshot

Chandramouli Venkatesan

Sr. Director, Market Development

Ted Schadler - Featured Guest Speaker Headshot

Ted Schadler - Featured Guest Speaker

VP, Principal Analyst

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