Leveraging AI and Automation for Client Acquisition Executive Summary
Senior Research Analyst
Katrina Pirner has a research focus on financial regulation and the digital transformation within the private wealth management industry. Katrina previously worked in research and investor relations at North America-based financial institutions, including Clarus Securities, Height Securities, and Citco Fund Services. Katrina also acquired experience in EU regulations while completing an internship in Brussels with FIPRA International, a public affairs firm. She holds a bachelor of arts in economics from the University of Toronto and a master of arts in international relations and international economics from Johns Hopkins University.
Recent research assignments and publications include the following:
- Digital Education Tools for Financial Literacy
- Client Segmentation: How Wealth Managers Can Capitalize On Emerging Demographic Shifts
- Regtech Solutions for KYC
- US Data Protection Regulation