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Global Financial Markets Intelligence

Global Financial Markets Intelligence

Digital Transformation in Wealth Management

Innovating, adapting and integrating digital trends in wealth management to ensure a competitive advantage

7-9 Feb 2018
Millennium Broadway Hotel | New York, NY, United States of America

Conference Workshop

Workshop Title: Impact of artificial intelligence on the wealth management industry

Workshop Moderator: Graham Clark
Company: Customer Results

Why You Should Attend

Digital Transformation in Wealth Management

This GFMI conference will explore the methods to fostering a culture of innovation and profitability with the use of new digital trends in wealth management. Industry experts will analyze the integration of robo-advice with traditional advisors. Case studies will explore how technology can help financial advisors tap into new markets and appeal to more millennial clients. By facilitating discussion between innovators and industry experts this conference will assess best practices for creating and integrating roboadvisors. Going further, this conference will explore how robo-advisors can be used to instill brand loyalty in a younger client base. Most importantly, this conference will provide answers to practical issues of whether it is best to build or buy robo-advisors and what the future holds for the wealth management industry.

Key Topics

  • Integrate robo with traditional financial advice
  • Utilise robo-advice to tap into new millennial markets
  • Innovate products and strategies to keep up with increased digitalization in wealth management
  • Understand the changing role of the financial advisor
  • Learn the practical uses of automation in investment strategies

  • Why Choose GFMI 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 Sponsors
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    Event Partners

    Practical Insights From

    Peter Coffey
    Executive Director, Client Advisory and Digital Platform Strategy
    Morgan Stanley

    Howard Sloan
    Managing Director
    Bank of America Merrill Lynch

    Jennifer Capouya
    Head of Digital Investment Solutions
    SunTrust Bank

    Catherine Flax
    Chief Executive Officer

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

    Diana Moy
    Senior Vice President, Head of Wealth Management, Digital
    U.S. Bank

    Christopher Coviello
    Head of Digital Experience for Financial Advisory

    Steven Dorval
    Senior Vice President, Head of Advice & Innovation
    John Hancock Financial Services

    Click Here For Full Agenda

    Voice of Our Customers
    • “The very seminar was very good. Very informative discussion and questions from attendees.” – Credit Suisse
    • “Very good event bringing a very impressive group of experts.” – Scotiabank
    • “A great event for practitioners.” – Citigroup
    • “Comprehensive and well structured program with an open and engaging style of presentation.” - Investec
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    Event Contact

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

    Amanda Pink - GFMI

    NBC Tower, 9th Floor
    455 North Cityfront Plaza Drive
    Chicago, IL 60611

    (312) 894-6310
    Fax: (312) 894-6304
    Email: apink@global-fmi.com