Join us this June for 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,


Tom Burmeister
Vice President of Financial Planning,

Jenna Hokanson
Director, Head of
Financial Wellness,

Dipti Kachru
Chief Marketing Officer,
J.P. Morgan Wealth Management

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

Richard Owen
VP Retail Wealth,
Ortec Finance

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

Scott Reddel
Managing Director,

Melissa Rother
Financial Services,
Industry Principal,

Kabir Sethi
Managing Director,
Head of Digital,
Bank of America
Merrill Lynch

Lily Trager
Managing Director,
Director of Investing with Impact, Head of Impact Solutions,
Morgan Stanley

Agenda at a Glance*

To view the full agenda, click here.

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

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

Streamlining Regulated Access to Alternative Investments

1:30pm – 2:15pm

Closing Comments

2:15pm – 2:20pm

Networking Sponsor Showcase

2:20pm – 3:00pm

Premier Sponsors

Platinum Sponsors

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