The Rise of the Omnichannel Advisor


Rise of the OmniChannel AdvisorOne of my favorite things about being on the Mutual Fund Education Alliance Digital Council is that I get to help steer the content and development of our member meetings. For our Spring event I’m working with two experienced presenters, Hearsay Social’s Victor Gaxiola and DST kasina’s Julia Binder to discuss how consumer and technology trends are changing how financial professionals, and their digital marketing counterparts, communicate with customers.  Here’s the official session description:

The Rise of the Omnichannel Advisor

Given the plethora of online information and the increasingly self-directed decision journeys of today’s financial advisors, asset managers must address ever higher expectations for relevant digital engagement in all marketing channels. Leading firms are leveraging sophisticated technology and behavioral analytics to personalize connections with advisors on social networks, websites and mobile devices in order to develop long-lasting, profitable relationships. Attendees will learn how wealth managers and their representatives must adapt to meet customer expectations in a digital world.

Julia Binder, Head of Strategic Marketing Research — DST kasina

Victor Gaxiola, Senior Customer Advocacy Manager — Hearsay Social

What to expect

Victor Gaxiola

Victor Gaxiola

Julia Binder

Julia Binder


Victor brings with him the unique experience of being a financial professional along with the wisdom gained by working with advisors who are looking to build their practice. His presentation will outline the needs of the new “Omnichannel Advisor” and what digital marketers can do to support the next generation of advisors.


Julia’s experience in digital strategy and marketing was honed working for industry leaders in publishing, IT and asset management. She’ll discuss kasina’s research on the impact of behavioral segmentation on developing digital engagement strategies for advisors.



Read more about the upcoming Joint Distribution and Digital Summit on the event page where you can check out the full agenda.


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  1. […] The recent MFEA Digital Summit drew digital marketers from the asset management industry.  The agenda covered important topics including: Marketing Automation Platforms, Sales Enablement, Content Management Systems, Content Distribution, Data Management and Integration, Customer Experience Management, and Lead to Revenue to name a few.  Attendees got to hear from select partners and, most importantly, each other on how to advance their Marketing program. I was super proud of the work Julia Binder and Victor did in our panel on the Rise of the OmniChannel Advisor. […]

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