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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

21-23 Sep 2020
NEW YORK, USA, United States of America

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Conference Speakers

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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General Enquiries

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


Conference Quote

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