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

Dennis Gallant
Senior Analyst,
Aite Group
Meghna Mukerjee
Senior Analyst,
Aite Group
Wally Okby
Senior Analyst,
Aite Group
Alois Pirker
Research Director,
Aite Group
Sophie Schmitt
Senior Analyst,
Aite Group

Featured Speakers

         Special Guest Speaker

Sallie Krawcheck
CEO and Co-Founder,


Carlos Ayesa
Head of Customer Investment Products,

Dr. Felix Brill
VP Bank Group

Dr. Nils Bulling
Head of Digital Strategy & Innovation,

Tom Burmeister
Vice President of
Financial Planning,

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,

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,

Jeff McMillan
Managing Director, Chief
Analytics & Data Officer,
Morgan Stanley Wealth Management

Nalika Nanayakkara
Head of Wealth and Asset Management Consulting,

Kjetil Ødegård
Chief Financial Officer,

Michelle Odom
Director Solutions Consultant,
Black Diamond

Mike Orr
VP and GM of LiveSocial,

Richard Owen
VP, Wealth Management,
Ortec Finance

Dr. Boris Rankov
Head of Digital Advisory, InvestCloud Private Banking & Wealth

Scott Reddel
Managing Director,

Melissa Rother
Financial Services,
Industry Principal,

Stefan Schwitter
Head Investment Solutions,

Eddie Sempek
SVP of Strategic Relationships,

Kabir Sethi
Head of Merrill Lynch Digital Wealth Management,
Bank of America
Merrill Lynch

Christopher Sparke
Head of Advisory Solutions,

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,

Jurgen Vandenbroucke
Expert General Manager,

Agenda at a Glance*

To view the full agenda, click here.

*All times are in U.S. Eastern Daylight Time

Exhibit Hall Opens – Network with Sponsors
9:00am – 10:00am

Opening Remarks and Key Findings from Aite Group Research
10:00am – 10:10am

Fireside Chat with Sallie Krawcheck: Democratization of Investment Access
10:10am – 10:30am

Digital Engagement Track

Product and Compliance Track

Turbocharging Prospecting, Marketing, and Client Acquisition in the Digital Normal
10:30am – 11:15am

Client Portfolio Analytics: Tools and Testing
10:30am – 11:15am

   Networking Coffee Break – Virtual Sponsor Showcase
11:15am – 11:30am

Digitalization and Client Discovery
11:30am – 12:15pm

RegTech’s Role in Building Trust
11:30am – 12:15pm

 Next Best Actions: Data and Decisions
12:15pm – 1:00pm

Enhancing Client Relationships Through ESG/SRI Analytics and Reporting
12:15pm – 1:00pm

   Innovation Awards Presentation & Networking Lunch Break
1:00pm – 1:30pm

Delivering Financial Advice at Scale with Financial Wellness
1:30pm – 2:15pm

Integrating Digital Asset Capabilities Into Global Wealth Management
1:30pm – 2:15pm

Closing Comments
2:15pm – 2:20pm

Innovation Awards Presentation
2:20pm – 2:30pm

Networking Sponsor Showcase
2:30pm – 3:00pm

Premier Sponsors

Platinum Sponsors

Gold Sponsor

Interested in sponsoring this event?
Please contact us at today to discuss our sponsorship opportunities!