Join us on November 15 for Aite Group’s Digital Transformation in Wealth Management Roundtable & Networking Forum 


The widespread awareness and appeal of robo-offerings have cascaded across the financial services industry; as a result, wealth management firms face mounting pressure to recast their business models around digital engagement with their clients. On the surface, this digital transformation appears to be impacting the front office only, but wealth management firms have come to realize that they have to rethink large portions of their business and operating models to make the leap to a digital future successfully.

Join Aite Group's Wealth Management analysts to:

  • Hear from industry experts how leading firms are tackling digital transformation and what key decisions have to be taken early to succeed
  • Discover how leading financial institutions are digitally enhancing client experience while identifying ways to improve the effectiveness of their financial advisors
  • Network with your peers and share best practices and lessons learned to shape the next generation of wealth management practices


Aite Group Moderators

Alois Pirker
Research Director
Aite Group
Dennis Gallant
Senior Analyst
Aite Group

Featured Speakers

Bill Capuzzi
Chief Executive Officer,
Apex Clearing
Paul DeVriendt
Senior Vice President of Products, 
NexJ Systems
Kabir Sethi
Managing Director, Head of Digital Wealth Management,
Bank of America
Merrill Lynch
Peter Fishman
SVP, Head of Digital Investment Solutions,
Citizens Bank
Kendra Thompson
Managing Director, North America Head of Wealth Management, 
Eugene Elias, Jr.
Chief Operating Officer and Founding Partner,
Atria Wealth Solutions

Agenda at a Glance

8:00am – 8:20am          Registration and Networking Breakfast

8:20am – 8:45am          Opening Remarks and Key Findings from Aite Group Research

8:45am – 9:30am          Panel 1 – The Role of Digital Within Advisor Firms

9:30am – 10:15am        Panel 2 – Operational Prerequisites for Digital Engagement

10:15am – 10:30am     Sponsor Showcase & Networking

Sponsored by

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

Harvard Club of New York City
35 West 44th Street
New York, NY  10036