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Technology is transforming financial services, allowing the ability for investments and planning to be more scalable than ever. In this session, Head of Product for Goldman’s Personal Financial Management business, Cynthia Loh, will discuss what the firm is doing to enhance client web and mobile apps to better serve advisors so they can help clients minimize financial stress and maximize their return on life—today and tomorrow. Attendees can expect to hear:

Goldman’s approach in solving for clients’ whole financial life (not just your investments)

How to leverage tech to create a seamless and scalable customer experience

The importance of marrying high-quality digital tools with human experiences