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Global Financial Markets Intelligence

Global Financial Markets Intelligence

2nd Edition Digital Transformation in Wealth Management

Best practices for leveraging digital capabilities to improve client onboarding, Customer Relationship Management (CRM) processes and deliver personalized wealth management offering to an increasing client base

24-26 Sep 2018
San Francisco, CA, United States of America

Conference Workshop

Workshop Title: Practical Solutions for Ensuring Client Data Security and Privacy
This Masterclass will enable you to develop a system of effective checks and balances to ensure client data security, how to generate trust in technology and advisors, and what the necessary back office safeguards are to keep client data private
Workshop Moderator: Steve Dunn
Company: Itero Labs

Why You Should Attend

2nd Edition Digital Transformation in Wealth Management

This GFMI conference will provide wealth managers with practical tools for developing a consistent and firm-wide digital adoption strategy allowing them to expand their client base and offerings. Industry experts will assess the best practices for leveraging and scalingrobo-advice alongside traditional advice and how Artificial Intelligence (AI) and new digital capabilities can enhance financial planning and client on boarding processes.

To download the agenda, pleaseclick here.

Key Topics

  • Leverage robo-advice to tap into the mass-market
  • Utilize digital capabilities to provide holistic financial advice
  • Employ technology to facilitate Know Your Customer (KYC) compliance
  • Optimize CRM processes
  • Learn how to employ financial aggregation tools to gauge client risk tolerance

  • 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 Partners

    Practical Insights From

    Tobin McDaniel
    Senior Vice President, Digital Advice
    Charles Schwab

    Nichole Walker
    Senior Vice President, Senior Wealth Planner
    City National Bank

    John Olerio
    Senior Vice President, Director, Investment Services
    Webster Investments

    Jon Vlachogiannis

    Richard Keltner
    SVP, Advisory Services
    CUSO Financial Services

    Joshua Levin
    Co-Founder and Chief Strategy Officer

    John R. Crittenden
    Digital Wealth Platform Strategist

    Dave Studer
    Vice President, Product Platform Management
    LPL Financial

    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