Downtown Conference Center
Downtown Conference Center, 157 William St, New York, NY 10038, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Mon Feb 4 EST - Wed Feb 6 EST (almost 3 years ago)
Location Downtown Conference Center
157 William St, New York, NY 10038, USA
Region Americas

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
• BMO Financial Group examine methodologies for improving client onboarding
• AgentRisk explore where AI is bringing the most value to wealth managers
• CUSO Financial Services evaluate practices for leveraging robo advice alongside traditional models


2019 Speakers:

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, OpenInvest

Niko Maroulis
Chief Technology Officer, AgentRisk

Alex N. Depetris
Chief Operating Officer, Beta Solutions, OppenheimerFunds

Sponsors & Partners

2019 Sponsors:

• Solstice

• SmartMoneyMatch