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
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
Featured Speakers
Agenda at a Glance*
7:45am – 8:15am Registration and Networking Breakfast
8:15am – 8:30am Opening Remarks and Key Findings from Aite Group Research
8:30am – 9:15am Panel 1 - The Evolution of Hybrid Advice
9:15am – 10:00am Panel 2 - The Changing Role of Data in Digital Transformation
10:00am – 10:20am Sponsor Showcase & Networking
10:20am - 11:05am Panel 3 - Clearing and Custody Requirements in a Digital World
11:05am - 11:10am Closing Comments
11:10am - 11:30am Sponsor Showcase & Networking
*Subject to Change