June 17, 2021

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

9:00 AM - 10:00 AM
Exhibit Hall Opens – Network with Sponsors
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10:00 AM - 10:10 AM
Opening Remarks and Key Findings from Aite Group Research
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Alois Pirker, Research Director, Aite Group
10:10 AM - 10:30 AM
Fireside Chat with Sallie Krawcheck: Democratization of Investment Access
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Alois Pirker, Research Director, Aite Group
10:30 AM - 11:15 AM
Digital Engagement Track - Panel 1: Turbocharging Prospecting, Marketing, and Client Acquisition in the Digital Normal
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Meghna Mukerjee, Senior Analyst, Aite Group
Product and Compliance Track - Panel 1: Client Portfolio Analytics: Tools and Testing
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Dennis Gallant, Senior Analyst, Aite Group
11:15 AM - 11:30 AM
Networking Coffee Break – Virtual Sponsor Showcase
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11:30 AM - 12:15 PM
Digital Engagement Track - Panel 2: Digitalization and Client Discovery
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Dennis Gallant, Senior Analyst, Aite Group
Product and Compliance Track - Panel 2: Regtech’s Role in Building Trust
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Meghna Mukerjee, Senior Analyst, Aite Group
12:15 PM - 1:00 PM
Digital Engagement Track - Panel 3: Next Best Actions: Data and Decisions
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Alois Pirker, Research Director, Aite Group
Product and Compliance Track - Panel 3: Enhancing Client Relationships Through ESG/SRI Analytics and Reporting
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Wally Okby, Senior Analyst, Aite Group
1:00 PM - 1:30 PM
Innovation Awards Presentation & Networking Lunch Break (Virtual Sponsor Showcase)
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1:30 PM - 2:15 PM
Digital Engagement Track - Panel 4: Delivering Financial Advice at Scale With Financial Wellness
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Sophie Schmitt, Senior Analyst, Aite Group
Product and Compliance Track - Panel 4: Integrating Digital Asset Capabilities Into Global Wealth Management
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Wally Okby, Senior Analyst, Aite Group
2:15 PM - 2:20 PM
Closing Comments
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2:20 PM - 2:30 PM
Innovation Awards Presentation
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2:30 PM - 3:00 PM
Virtual Networking Experience
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