Digital Innovation in Wealth Management Roundtable & Networking Forum 

The 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 affecting the front office only, but wealth management firms have come to realize that they must rethink large portions of their business and operating models to make a successful leap to a digital future.

Join Aite Group's Wealth Management analysts to:

  • Learn 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 the client experience while identifying ways to improve financial advisors’ effectiveness
  • 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

Dennis Gallant
Senior Analyst,
Aite Group
Greg O'Gara
Senior Analyst,
Aite Group
Alois Pirker
Research Director,
Aite Group

Featured Speaker

Ilan Davidovici
Principal, Client Experience,
Edward Jones

Kabir Sethi
Managing Director, Head of
Digital Wealth Management,
Bank of America Merrill Lynch

Additional speakers to be announced soon.

Agenda at a Glance*

Wednesday, July 15, 2020

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: Creating the Service Continuum: From Robo to Hybrid to Full Service

9:15am – 10:00am                  Panel 2: Shaping Winning Multiproduct Digital Strategies

10:00am – 10:20am                Networking Break (Sponsor Showcase)

10:20am – 11:05am                Panel 3: Mastering Householding: From Aggravation to Aggregation

11:05am – 11:50am                Panel 4: Enhancing Client Engagement Through Artificial Intelligence

11:50am – 11:55am                Closing Comments

11:55am – 12:15pm                Networking Break (Sponsor Showcase)

12:15pm – 1:15pm                  Lunch and Innovation Awards Presentation

*Subject to Change

Platinum Sponsors

Additional sponsors to be announced soon.

To view our 2019 event speakers, sponsors, and agenda, go here

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