Thank you to all of our attendees, speakers, and sponsors for helping to make Aite Group's
Digital Innovation in Wealth Management Executive Forum such a success!
The sessions are still available to view on-demand until this Friday, July 2 at 6:00pm EDT with the login details you received to access the virtual event site. If you have not registered for this event, but would like access to view the sessions on-demand, please register here. Thank you!
Aite Group's Digital Innovation in Wealth Management Executive Forum
The current coronavirus pandemic and the resulting social distancing are forcing the wealth management industry to make a five-year leap forward in digital client engagement. The future is now, and wealth management firms that took digital transformation lightly before the crisis will start falling behind better-equipped firms. Time is of the essence for wealth management firms to embrace the new normal and invest in staff and infrastructure to keep up with client behavior and faster-moving competitors.
Join Aite Group's Wealth Management analysts to:
- Learn from industry experts how leading financial institutions have navigated the crisis and how their digital engagement platforms have stood the test of these challenging times
- Discover how wealth managers are future-proofing their business and service models, and are training their front-office staff to meet the changing needs of their client base
- Hear who the winners of Aite Group’s Second Annual Digital Wealth Management Impact Innovation Awards are, how they have evolved their digital platforms, and how their innovation has helped them serve their clients better during the crisis
Who Should Attend:
- Heads/VPs of digital strategy
- Heads/VPs of strategy
- Heads of wealth management
- VPs of advice
Aite Group Event Chairs and Moderators
Featured Speakers
Special Guest Speaker
Sallie Krawcheck
CEO and Co-Founder,
Ellevest
Carlos Ayesa
Head of Customer Investment Products,
CaixaBank
Dr. Felix Brill
CIO,
VP Bank Group
Dr. Nils Bulling
Head of Digital Strategy & Innovation,
Avaloq
Tom Burmeister
Vice President of
Financial Planning,
NaviPlan
Dorothée Chapuis
Head of CSR, Client
Strategy Office,
Societe Generale
Private Banking
Andrew Firth
Founder and Chief
Executive Officer,
Wealth Wizards
Jenna Hokanson
Director, Head of
Financial Wellness,
UBS
Rani Jabban
Managing Director, Head of Treasury, Financial Institutions, and Digital Assets
Arab Bank (Switzerland), LTD.
Dipti Kachru
Chief Marketing Officer,
J.P. Morgan Wealth Management
Brad Lawler
Head of Analytics,
MyVest
Jeff McMillan
Managing Director, Chief
Analytics & Data Officer,
Morgan Stanley Wealth Management
Nalika Nanayakkara
Head of Wealth and Asset Management Consulting,
EY
Kjetil Ødegård
Chief Financial Officer,
Formuesforvaltning
Michelle Odom
Director Solutions Consultant,
Black Diamond
Mike Orr
VP and GM of LiveSocial,
Seismic
Richard Owen
VP, Wealth Management,
Ortec Finance
Dr. Boris Rankov
Head of Digital Advisory, InvestCloud Private Banking & Wealth
Scott Reddel
Managing Director,
Accenture
Melissa Rother
Financial Services,
Industry Principal,
RingCentral
Stefan Schwitter
Head Investment Solutions,
SEBA Bank AG
Eddie Sempek
SVP of Strategic Relationships,
Orion
Kabir Sethi
Head of Merrill Lynch Digital Wealth Management,
Bank of America
Merrill Lynch
Christopher Sparke
Head of Advisory Solutions,
Refinitiv
Chris Thomas
Head of Digital Assets,
Swissquote Bank
Alessandro Tonchia
Head of Strategy,
InvestCloud Private Banking & Wealth
Lily Trager
Managing Director,
Director of Investing with Impact, Head of Impact Solutions,
Morgan Stanley
Mark Trousdale
EVP, Chief Marketing Officer,
InvestCloud
Jurgen Vandenbroucke
Expert General Manager,
KBC
Agenda at a Glance*
To view the full agenda, click here.
*All times are in U.S. Eastern Daylight Time
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