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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 scaling robo-advice alongside traditional advice and how Artificial Intelligence (AI) and new digital capabilities can enhance financial planning and client onboarding processes.

To download the agenda, please click here.

Key Topics

  • Developing a consistent and firm-wide digital strategy with CUSO Financial Services
  • Scaling and leveraging robo and hybrid advice with T. Rowe Price
  • Assessing the impact of digitalization on the financial advisor with Blackrock
  • The customer is always right: evolving needs, new markets, and a larger client base with Citi
  • Artificial intelligence and strategic digitalization with BMO Financial Group

  • 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

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

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

    Jay Broadfoot
    Global Head of Business Applications

    Jon Vlachogiannis

    Diana Moy
    Senior Vice President, Wealth Management, Digital
    US Bank

    Richard Keltner
    SVP, Advisory Services
    CUSO Financial Services

    Joshua Levin
    Co-Founder and Chief Strategy Officer

    Paresh Murtha
    Head of Digital Product Development & Customer Experience
    Wells Fargo

    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:

    John Hummel - GFMI

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

    (312) 894-6327
    Fax: (312) 894-6304
    Email: jhummel@global-fmi.com