Core Viewpoint - Wealth management companies are under increasing pressure to provide personalized, timely, and insightful advice to clients, yet many advisors face operational inefficiencies, particularly due to "toggle tax" from switching between systems [2][4][6]. Fragmentation and Inefficiency Challenges - Wealth advisors operate in a fragmented digital environment, requiring frequent switching between various systems such as CRM platforms, portfolio management tools, market data terminals, and communication applications [3]. - This "toggle tax" leads to strategic burdens, increased operational costs, and significant time loss for advisors, ultimately degrading client experience and hindering competitive advantage [4][6]. Reimagining Advisor Experience - There are opportunities for firms willing to invest in digital transformation, as interoperability between platforms can create a consistent working experience for advisors [7][8]. - Enhanced access to market data, precise analysis, and actionable insights is crucial for delivering personalized, high-value, and timely advice to investors [8]. Achieving Interoperability and Smart Integration - Wealth management firms must adopt a holistic approach to digital transformation, focusing on building a connected and efficient ecosystem to support advisors' workflows [10]. - Key strategies include breaking down data silos, enhancing team collaboration, and enabling real-time insights to accelerate decision-making [10][11]. Implementing Interoperability - Achieving seamless communication between systems can eliminate redundant steps and reduce manual data entry [11]. - Standardizing workflows across the organization can enhance efficiency and ensure a consistent client experience [11]. - Centralized communication hubs can help advisors stay informed and respond quickly to client needs [11]. Empowering Advisors and Enhancing Client Experience - The future of wealth management hinges on the ability to provide personalized, data-driven advice at scale, necessitating investments in platforms and strategies to eliminate toggle tax and promote interoperability [12][14]. - By leveraging appropriate solutions and tools, firms can transform fragmented workflows into coherent and intelligent advisory processes, leading to improved efficiency and tighter team collaboration [12][14].

发言嘉宾 Dr. Arman Sahovic 胡则昌 数据金融产品负责人， AI产品经理 杭州中焯 赵玉成 中国区合作伙伴总监 LSEG 邓思宇（主持人） 中国区金融数字化解决方案顾问 LSEG 活动合作方 Jack Wong 亚太区资深金融数字化解决方案顾问 LSEG 亚太区Front Office解决方案总监 LSEG 王秋艳 金融行业专家 亚马逊 云科技 即刻扫码报名参会 我们的产品：财富管理解决方案 市场领先的数据、强大的数字工具和切实可行的洞察让财富顾问和投资者都能自信地做出决策。利用我们创新的财富管 理解决方案套件，打造有价值的、个性化的体验。 财富管理工作流程解决方案 来探索有洞见的数字化工具和功能，帮助财富管理顾问实时获取资讯，更高效提升工作能力。 财富数据解决方案 灵活、直观的解决方案，提供市场领先的数据、高级分析和以客户为中心的体验。 欢迎点击 " 阅读原文 "，了解 LSEG 财富管理 更多资讯！ （*报名需审核，报名结果以通知邮件为准） ...

Group 1 - The article emphasizes the importance of innovative wealth management solutions that provide market-leading data and actionable insights for wealth advisors and investors to make confident decisions [3][4][5] - It highlights the flexibility and intuitiveness of the wealth management workflow solutions, which enhance the efficiency and capabilities of wealth management advisors by providing real-time information [4][5] - The article invites readers to learn more about LSEG's wealth management offerings and mentions that registration for the event requires approval [6]

发言嘉宾 Dr. Arman Sahovic 亚太区Front Office解决方案总监 LSEG 王秋艳 金融行业专家 亚马逊 云科技 胡则昌 数据金融产品负责人， AI产品经理 杭州中焯 赵玉成 中国区合作伙伴总监 LSEG 邓思宇（主持人） 中国区金融数字化解决方案顾问 LSEG 活动合作方 Jack Wong 亚太区资深金融数字化解决方案顾问 LSEG 即刻扫码报名参会 我们的产品：财富管理解决方案 市场领先的数据、强大的数字工具和切实可行的洞察让财富顾问和投资者都能自信地做出决策。利用我们创新的财富管 理解决方案套件，打造有价值的、个性化的体验。 财富管理工作流程解决方案 来探索有洞见的数字化工具和功能，帮助财富管理顾问实时获取资讯，更高效提升工作能力。 财富管理工作流程解决方案 灵活、直观的解决方案，提供市场领先的数据、高级分析和以客户为中心的体验。 欢迎点击 " 阅读原文 "，了解 LSEG 财富管理 更多资讯！ （*报名需审核，报名结果以通知邮件为准） ...