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Global Financial Markets Intelligence

Global Financial Markets Intelligence

3rd Edition Digital Transformation in Wealth Management

Reach new market segments; construct responsive ecosystems with inbuilt feedback channels and continue innovating offerings

4-5 Feb 2019

Conference Workshop

Workshop Title: Overview of financial systems security best practices
This interactive masterclass will provide delegates with a technical overview of the necessary best practices to improve and strengthen internal security systems. Delegates will be presented with practical solutions for safeguarding client data, increasing trust and transparency and developing a system of effective checks and balances.
Workshop Moderator: Donna Gallaher, President and CEO
Company: New Oceans Enterprises LLC

Why You Should Attend

3rd Edition Digital Transformation in Wealth Management

The wealth management industry is still trying to tap into new market segments, provide holistic, immersive wealth experiences and digitalize front and back office process. This GFMI event will provide wealth managers with the tools to do so. From building responsive ecosystem and utilizing technology for investor guidance and benchmarking to developing strategies for reaching HNWI and the mass affluent. Attendees will learn and discuss the best practices for increasing profit, client base and quality of advice via new and established technologies.

Key Topics

  • State Street discuss whether incremental digitalization is the best way to go
  • City National Bank assess the impact of blockchain and crypto on financial planning
  • AgentRisk explore where AI is bringing the most value to wealth managers
  • Fidelity look at best methodologies to optimize internal roll out strategy
  • Previous Attendees Include

    American Bankers Association, American Express, Arvest Bank, Associated Bank, Bain Capital LLC, Bank of America, Bank of Hope, Bank of New York Mellon Corporation, Bank of North Dakota, Bank Of The West Inc, Bank Of Tokyo-Mitsubishi Trust Company, Black Knight Financial Services, BlackRock Group, BMO Financial Group, BNP Paribas, BOFL Federal Bank, Capital One Financial Corporation, Carrington Mortgage Holdings, Citi Ventures, Citizens Bank, CO-OP Financial Services, Deloitte, East West Bank, Federal Deposit Insurance Corporation, Federal Home Loan Bank of San Francisco, Federal Housing Finance Agency, Federal Reserve Bank of Atlanta, Federal Reserve Bank of New York, Federal Reserve Bank of Richmond, Fidelity Investments, Franklin Tmepleton Investments, GE Capital, Goldman Sachs, HomeStreet Bank, John Deere Financial, JP Morgan Chase, Lexis Nexis, Manulife Financial, Mastercard Worldwide, Morgan Stanley & Company, National Bank of Canada, Natixis, Nordea Bank, Opus, Peoples Bank, Prudential, PWC, Santa Fe Group, Santander Bank N.A, Silicon Valley Bank, State Farm Insurance, State Street Corporation, SVB Financial Group, Synovus Financial Corp., TD Bank, UBS Financial Services Inc, US Bank, USAA Federal Savings Bank, Vanguard, Visa Inc, Wellington, Wells Fargo Bank

    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

    Daniel Huss
    Head of Product
    State Street, Verus

    Lule Demmissie
    Managing Director of Investment Guidance
    TD Ameritrade

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

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

    Michael Banchick
    Chief Technology Officer
    Winthrop Wealth Management

    Joshua Levin
    Co-Founder and Chief Strategy Officer

    Niko Maroulis
    Chief Technology Officer

    Alex N. Depetris
    Chief Operating Officer, Beta Solutions

    Click Here For Full Agenda

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

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

    Yiota Andreou GFMI


    +357 22 849 404
    Email: yiotaan@global-fmi.com