Innovative Strategies To Modernize Asset and Wealth Management with Tim Kresl and Brian Moran (Ep. 4)
The integration of advanced technology is greatly impacting the asset management industry.
Ready to learn about the industry’s tech-oriented approach?
This week, Mark Spina is joined by Tim Kresl from Broadridge and Brian Moran from FLX Networks. They discuss the need for innovation in the asset and wealth management industry, focusing on improving customer experiences and modernizing economic incentives.
Their conversation explores the integration of digital distribution with personal relationships in the industry, the challenges of balancing digital and human interactions, and the evolving demands of advisors and wealth managers.
Talking points include:
- The value of creating the perfect balance between digital and personal wealth management
- The process of data-driven decision making: Reasons there’s a need for both simplicity and complexity in product offerings
- How technology is currently impacting the wealth management industry (and what this could mean in the future)
- The role of data when it comes to providing insights and managing expectations
- And more!
Connect with Mark Spina:
Connect with Brian Moran:
Connect with Tim Kresl:
About Tim Kresl:
Tim Kresl is a Principal of the Distribution Insight team at Broadridge based in Boston, MA. Combining unrivaled distribution data and extensive advisor research, Distribution Insight integrates its unique view of the customer landscape with clients’ business goals and data to create a bespoke segmentation strategy and client journey map.
About Brian Moran:
Prior to launching FLX Networks, Brian Moran held multiple senior leadership roles, where he helped guide teams of financial professionals at Neuberger Berman and AMG to more than $100 billion in sales. During his 20 + year career, Brian has developed a broad perspective due to his numerous roles within the distribution ecosystem, including Wholesaling, National Accounts, Divisional Sales Management, Head of Broker-Dealer Sales, Head of National Accounts, and Co-lead of US Retail Distribution.
Brian earned a BS in Marketing from Penn State University and an MBA in Finance from Temple University. He is a Certified Investment Management Analyst (CIMA) and is actively involved in numerous industry organizations, such as the New York Economic Club, the Money Management Institute, and the Catalyst Group.
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