Mark Wickersham sits down with Bill Wyman, President of Summitas to discuss digital engagement and transformation for family offices. Their conversation covers the following topics:
- Keys to Client Digital Adoption
- Top Three Digital Engagement Issues Firms Are Looking to Solve
- All-In-One vs. Best in Breed
- Common Technology Mistakes Family Offices Make
- Client Digital Engagement Adoption & Change Management
- Digital Experience Expectations of the Next Generation
- Current Technology Trends
- Bill’s Favorite Travel Locations
Resources
About Bill Wyman
Bill Wyman is President of Summitas. Bill joined Summitas in 2010 and has over forty years experience working with family offices and RIAs. Bill was recently awarded the Family Wealth Report 2024 Lifetime Achievement Award for his contributions to the wealth management industry.
Before Summitas, he was Senior Director at BNY Mellon Family Office and Managing Director at Rockefeller & Company. Bill often speaks at industry events on technology and operations. He earned his BA from Notre Dame and MBA from Fordham University.
About Summitas
Summitas Platform® is a secure client engagement environment that empowers
families and wealth advisory firms to serve clients through a custom-branded portal that simplifies communication and protects privacy with advanced cryptography and layered security.
Learn more about how Risclarity integrates with Summitas.
The Risclarity WealthTech Podcast
The WealthTech Podcast is a monthly interview series hosted by Mark Wickersham.
Each month, we present a conversation with various industry leaders that focuses on the challenges family wealth firms face with technology, people, and processes.
Listen and subscribe to The Risclarity WealthTech Podcast on your podcast platform of choice:
Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation and Risclarity has no obligation to update or provide notice of inaccuracy or change. Summitas is an independent company and is not affiliated with Risclarity.
