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

Jenna Hokanson
Director, Head of
Financial Wellness,

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

Additional speakers to be announced soon.

To view our 2020 event speakers, click here.

Agenda at a Glance*

Thursday, June 17, 2021
*All times are in Eastern Daylight Time

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

10:10am – 10:30am                     Fireside Chat

10:30am – 11:15am                     Concurrent Digital Engagement and Product and Compliance Track Sessions

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

11:30am – 12:15pm                     Concurrent Digital Engagement and Product and Compliance Track Sessions

12:15pm – 1:00pm                       Concurrent Digital Engagement and Product and Compliance Track Sessions

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

1:30pm – 2:15pm                          Concurrent Digital Engagement and Product and Compliance Track Sessions

2:15pm – 2:20pm                          Closing Comments

2:20pm – 3:00pm                          Virtual Networking Experience

*Subject to Change

To view our 2020 event agenda, click here.

Sponsors to be announced soon.

To view our 2020 event sponsors, click here.

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