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  • Celent Roundtable | Next Generation Wealth Management: Technology Transforming Front to Back Investment and Advisory (Invitation Only) 2020

Celent Roundtable | Next Generation Wealth Management: Technology Transforming Front to Back Investment and Advisory (Invitation Only) 2020 | Celent LLC | 29 January 2020 | 120 Bremner Blvd, Toronto, ON M5J 0A1, Canada

Venue
120 Bremner Blvd
120 Bremner Blvd, Toronto, ON M5J 0A1, Canada

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Event Date Wed Jan 29 EST (about 5 years ago)
Location 120 Bremner Blvd
Toronto, ON M5J 0A1, Canada
Region Americas
Details

Celent is pleased to bring our next installment of Celent’s Roundtable Series to Toronto on January 29, 2020

This exclusive, invitation-only event will allow senior leaders from leading financial firms to discuss the latest trends, developments and innovations related to Wealth Management.

This three hour interactive session is Celent-lead but includes peer-to-peer discussions between executives at financial institutions. Facilitated by Celent analysts and supplemented by Celent research the discussion will encompass a number of areas including:
· Vision 2020: Top Trends in Wealth Management
· RPA in Wealth Management: Promise and Peril

Speakers

2020 Speakers

Will Trout
Head of Wealth Management, Celent

Awaad Aamir
Analyst, Celent

Neil Sheehan
Analyst, Celent