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
Featured Speakers
Michael Alexander
President, Wealth Management,
Broadridge
Bill Capuzzi
CEO,
Apex Clearing
Ilan Davidovici
Principal, Client Experience,
Edward Jones
Anton Honikman
CEO,
MyVest
Jess Liberi
Head of Product,
eMoney Advisor
Mike Orr
Co-Founder and CEO,
Grapevine6
Angela Pecoraro
CEO,
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,
Addepar
Jon Stevenson
Head of Wealth Management,
MoneyLion
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
