The wealth management industry continues to evolve in response to economic trends, rapidly changing demands and expectations from both clients and advisors, and regulatory complexity. Wealth management firms that reimagine their business models and the role technology plays to personalize client engagement at scale will be best positioned to capture a meaningful market opportunity. Join us to learn more about how firms can successfully leverage technology to:
- Improve advisor-client relationships with connected experiences and modern collaboration tools
- Strengthen relationships and productivity across front, middle and back-office functions
- Optimize data and business results by utilizing powerful analytics and AI-fueled predictions to drive actionable insights
- Accelerate innovation by harmonizing data and through partnerships
Sponsored by
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved.
Chris Perry
President
Broadridge
Michelle Feinstein
GM/Vice President, Wealth & Asset Management Industry Solutions and Strategy
Salesforce
Jodi Wagner
Financial Services Cross Cloud Specialist
Salesforce
Kevin Adams
Principal
Edward Jones
David Armstrong - Host
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com