Panel 3 – Financial Wellness: Health, Wealth, and Beyond
10:20am – 11:05am

Dennis Gallant, Senior Analyst, Aite Group

Fahd Rachidy, Founder and CEO, ABAKA
Lorna Sabbia, Managing Director, Head of Retirement & Personal Wealth Solutions, Bank of America
Danny Streiff, VP Strategic Partner Sales, HealthEquity
Kate Sullivan, Managing Director, Accenture Wealth Management

The role of wealth management is expanding, driven by rising consumer demand for support across their entire financial balance sheet. This session will discuss the definition of and deliverable associated with the term “financial wellness” and how financial institutions are positioning and supporting banking (cash management, lending, etc.), healthcare, and wealth management with advisors as well as client and prospects:

  • Expanding service and product offerings, such as HSAs, checking accounts, cash management or budgeting, and nontraditional support services
  • Organizational, technological, and regulatory implications
  • The role of digital wealth management