Thank you to all of our attendees, speakers, and sponsors for helping to make Aite Group's virtual
Wealth Management Executive Forum: Digital Innovation in Wealth Management such a success!

Aite Group's Wealth Management Roundtable & Networking Forum is going VIRTUAL! 

Due to the COVID-19 global health crisis, Aite Group’s Wealth Management Roundtable & Networking Forum is transforming into a virtual event on July 15th. While we had hoped to meet in New York City for an in-person event, we’re excited to launch an interactive virtual event experience for our attendees, speakers, and sponsors that will provide a safe and healthy environment for all involved.

Digital Innovation in Wealth Management Roundtable & Networking Forum 

The COVID-19 pandemic has the potential to redefine wealth management. The historically high-touch industry had to make a wholesale shift to digital client communication overnight. Digital engagement has become vital to allow clients to feel close to the institution and advisors who manage their wealth, even if in-person meetings are not possible. When heightened fear in the financial markets is paired with great limitations to meet in person, traditional wealth management service models are put to the test. As the dust settles, the pandemic will bring appreciation for and awareness of digital engagement in financial services to a new level.

Join Aite Group's Wealth Management analysts to:

  • Learn from industry experts how leading financial institutions have navigated the crisis and how their digital engagement platforms have stood the test of these challenging times
  • Discover how wealth managers are redefining their business and service models to meet the changing needs of their client base
  • Hear from the winners of Aite Group’s inaugural Digital Wealth Management Impact Innovation Awards, how they have evolved their digital platforms, and how their innovation has helped them serve their clients better during the crisis

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
Alois Pirker
Research Director,
Aite Group
Sophie Schmitt
Senior Analyst,
Aite Group

Featured Speakers

Michael Alexander
President, Wealth Management,

Bill Capuzzi
Apex Clearing

Ilan Davidovici
Principal, Client Experience,
Edward Jones

Anton Honikman

Jess Liberi
Head of Product,
eMoney Advisor

Mike Orr
Co-Founder and CEO,

Angela Pecoraro
NaviPlan by Advicent

Scott Reddel
Managing Director,
Accenture Wealth Management

Rachel Schnoll
Head of FinLife for Goldman Sachs Personal Financial Management,
Goldman Sachs

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

Cameron Sheehan 
Head of Account Management
and Business Development,

Jon Stevenson
Head of Wealth Management,

Additional speakers to be announced soon.

Agenda at a Glance*

Wednesday, July 15, 2020
*All times are in Eastern Daylight Time

8:15am – 8:30am                     Opening Remarks and Key Findings from Aite Group Research

8:30am – 9:15am                     Panel 1:  Digital Engagement in a World of Social Distancing

9:15am – 10:00am                  Panel 2: Demonstrating Incremental Value to Clients in Stress

10:00am – 10:15am                Networking Break – Virtual Sponsor Showcase

10:15am – 11:00am                Aite Group Digital Innovation in Wealth Management Awards & Panel

11:00am – 11:45am                Panel 3: Mastering Householding for Addressing Clients’ Post-Pandemic Needs

11:45am – 12:00pm                Networking Break – Virtual Sponsor Showcase

12:00pm – 12:45pm                Panel 4: Enhancing Client Engagement Through Artificial Intelligence

12:45pm – 12:50pm                Closing Comments

12:50pm – 1:20pm                  Virtual Networking Experience

*Subject to Change

Premier Sponsors

Platinum Sponsors

Interested in sponsoring this event?
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