Panel 2 – Operational Prerequisites for Digital Engagement

9:30am –10:15am


Moderator: Alois Pirker, Research Director, Aite Group


Eugene H. Elias, Jr., Chief Operating Officer and Founding Partner, Atria Wealth Solutions

Bill Capuzzi, CEO, Apex Clearing

Kendra Thompson, Managing Director, North America Head of Wealth Management, Accenture


On the surface, the 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. Going forward, projects will focus on replacing and/or retooling infrastructure with the latest technologies, bringing differentiation through a unified user experience for both the client and the advisor. This panel will discuss the characteristics of the digitally enabled wealth management infrastructure:

  • What is required for effective digital engagement?
  • What is best to build or buy? Can existing platforms be reused?
  • What is the role of data?