How Vanguard Captures the Mass Affluent Market

On-demand Webinar

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


Ted Schadler – Featured Guest Speaker
Vice President, Principal Analyst
Michael Roberts
Chief Marketing Officer, Retail
Shane Closser
Head of Industry, Financial Services
Christopher Young
Director, Financial Services Industry Strategy
Chandramouli Venkatesan
Senior Director, Market Development
Capgemini Financial Services

Event details

November 12, 2020 12:00 pm
On-demand Webinar