10:00 AM - 10:10 AM
Opening Remarks and Key Findings from Aite Group Research
10:00 AM - 10:10 AM
10:10 AM - 10:30 AM
Fireside Chat
10:10 AM - 10:30 AM
10:30 AM - 11:15 AM
Digital Engagement Track - Panel 1: Turbocharging Prospecting, Marketing, and Client Acquisition in the Digital Normal
10:30 AM - 11:15 AM
Product and Compliance Track - Panel 1: Client Portfolio Analytics: Tools and Testing
10:30 AM - 11:15 AM
11:15 AM - 11:30 AM
Networking Coffee Break – Virtual Sponsor Showcase
11:15 AM - 11:30 AM
11:30 AM - 12:15 PM
Digital Engagement Track - Panel 2: Digitalization and Client Discovery
11:30 AM - 12:15 PM
Product and Compliance Track - Panel 2: Regtech’s Role in Building Trust
11:30 AM - 12:15 PM
12:15 PM - 1:00 PM
Digital Engagement Track - Panel 3: Next Best Actions: Data and Decisions
12:15 PM - 1:00 PM
Product and Compliance Track - Panel 3: Enhancing Client Relationships Through ESG/SRI Analytics and Reporting
12:15 PM - 1:00 PM
1:00 PM - 1:30 PM
Innovation Awards Presentation & Networking Lunch Break (Virtual Sponsor Showcase)
1:00 PM - 1:30 PM
1:30 PM - 2:15 PM
Digital Engagement Track - Panel 4: Delivering Financial Advice at Scale With Financial Wellness
1:30 PM - 2:15 PM
Product and Compliance Track - Panel 4: Streamlining Regulated Access to Alternative Investments
1:30 PM - 2:15 PM
2:15 PM - 2:20 PM
Closing Comments
2:15 PM - 2:20 PM
2:20 PM - 3:00 PM
Virtual Networking Experience
2:20 PM - 3:00 PM

*All times are in Eastern Daylight Time

To view our 2020 event agenda, click here.