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4th Edition Digital Transformation in Wealth Management

Enhancing ROI in digital advice and products to deliver holistic customer experience and grow the business

10-12 Feb 2020
NEW YORK, USA, United States of America


Why You Should Attend

4th Edition Digital Transformation in Wealth Management

Digitalization in wealth management is in full swing today and industry players need to integrate the latest technologies and innovations to stay ahead of the curve. This GFMI industry meeting will bring together industry leaders from the banking sector and Fintech to share and benchmark the latest innovations and strategies in digital wealth management. Attendees will examine how AI and other cognitive technologies can enrich their digital offerings. The participants will discuss how to make sure financial advisors are invested in digital transformation and utilization of digital tools. Different industry players will present how to digitalize the whole customer journey to enhance customer experiences and interaction. The future of digital transformation in wealth management will be debated to predict future customer needs and expectations.

Key Topics

  • Develop new techniques to foster a culture of digitalization across your firm
  • Hear examples of practical applications of AI and other cognitive technologies in wealth management
  • Learn new strategies to get financial advisors on board with new digital products and tools
  • Benchmark how to digitalize different stages in the customer journey to develop a holistic customer experience
  • Innovate your current hybrid products for better digital wealth advice


    • Why Choose marcus evans?

    marcus evans specialises in the research and development of strategic events for senior business executives. From our international network of 63 offices, marcus evans produces over 1000 event days a year on strategic issues in corporate finance, telecommunications, technology, health, transportation, capital markets, human resources and business improvement.

    Above all, marcus evans provides clients with business information and knowledge which enables them to sustain a valuable competitive advantage and makes a positive contribution to their success.




    Event Partners


    Practical Insights From

    Richard Messina
    Senior Vice President, Head of Retirement and Investment Product Management
    E*Trade Financial

    Silvio Stroescu
    President, BMO InvestorLine, Head of Digital Investing
    BMO Financial Group

    Julia C. Carreon
    Managing Director of Digital and Fiduciary Operations, Wealth Management
    Wells Fargo

    Hrishi Dixit
    Chief Technology Officer
    YieldStreet

    John Olerio
    Senior Vice President, Director
    Webster Investments

    Chris DeBrusk
    Managing Director, Head of Transformation
    BNY Mellon

    John R. Crittenden
    Chief Strategy Officer and Director of Partnerships
    Pefin

    Benjamin Munos
    Vice President, Wealth Digital Product Manager
    Bank of Oklahoma

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    Event Contact

    For all enquiries regarding speaking, sponsoring and attending this conference contact:

    Melini Hadjitheori GFMI

    455 N Cityfront Plaza 9th Floor
    Chicago, 60611, USA


    Telephone:     +1 312 540 6347
    Fax: +1 312 276 8505
    Email: melinih@global-fmi.com