Moderator: Sophie Schmitt, Senior Analyst, Aite Group
Bill Capuzzi, CEO, Apex Clearing
Jess Liberi, Head of Product, eMoney Advisor
Jon Stevenson, Head of Wealth Management, MoneyLion
This crisis is unprecedented and resets the service bar for financial providers. Wealth managers increasingly are involved in a client’s complete financial picture—the long-term (e.g., investments) and short-term finances (e.g., banking). The objective across the industry is to have the necessary capabilities to address clients’ needs at all stages of their lives, including times of great stress, allowing them to react swiftly to fast-changing markets with frictionless and instant money movement between investment and banking accounts, and to simultaneously leverage the ever-more-comprehensive view of the client to provide enhanced financial wellness. The panel will discuss the new business models that are emerging, how leading firms are integrating the digital experience across a multiproduct offering, and what implementation strategies they are deploying.