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Modernize, Digitize & Transcend: How Wealth Management Firms Successfully Leverage Tech

Wednesday, November 03, 2021 | 2:00 PM Eastern Daylight Time

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


Michelle Feinstein
GM/Vice President, Wealth & Asset Management Industry Solutions and Strategy


Jodi Wagner
Financial Services Cross Cloud Specialist


David Armstrong - Host
Editor-in-Chief and Executive Director of Content and User Engagement