Venue
Virtual Event

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 Thu Jun 17 EDT (over 3 years ago)
Location Virtual Event
Region All
Details

The current coronavirus pandemic and the resulting social distancing are forcing the wealth management industry to make a five-year leap forward in digital client engagement. The future is now, and wealth management firms that took digital transformation lightly before the crisis will start falling behind better-equipped firms. Time is of the essence for wealth management firms to embrace the new normal and invest in staff and infrastructure to keep up with client behavior and faster-moving competitors.

Join Aite Group's Wealth Management analysts to:
• Learn from industry experts how leading financial institutions have navigated the crisis and how their digital engagement platforms have stood the test of these challenging times
• Discover how wealth managers are future-proofing their business and service models, and are training their front-office staff to meet the changing needs of their client base
• Hear who the winners of Aite Group’s Second Annual Digital Wealth Management Impact Innovation Awards are, how they have evolved their digital platforms, and how their innovation has helped them serve their clients better during the crisis

Who Should Attend:
• Heads/VPs of digital strategy
• Heads/VPs of strategy
• Heads of wealth management
• VPs of advice

Speakers

2021 Speakers

Dennis Gallant
Senior Analyst, Aite Group

Meghna Mukerjee
Senior Analyst, Aite Group

Wally Okby
Senior Analyst, Aite Group

Alois Pirker
Research Director, Aite Group

Sophie Schmitt
Senior Analyst, Aite Group

Sallie Krawcheck
CEO and Co-Founder, Ellevest

Dr. Felix Brill
CIO, VP Bank Group

Dr. Nils Bulling
Head of Digital Strategy & Innovation Organization, Avaloq

Tom Burmeister
Vice President of Financial Planning, NaviPlan

Dorothée Chapuis
Head of CSR, Client Strategy Office, Societe Generale Private Banking

Andrew Firth
Founder and Chief Executive, Wealth Wizards

Jenna Hokanson
Director, Head of Financial Wellness, UBS

Rani Jabban
Managing Director, Head of Treasury, Financial Institutions, and Digital Assets Arab Bank (Switzerland), LTD.

Dipti Kachru
Chief Marketing Officer, J.P. Morgan Wealth Management

Brad Lawler
Head of Analytics, MyVest

Jeff McMillan
Managing Director, Chief Analytics & Data Officer, Morgan Stanley Wealth Management

Michelle Odom
Director Solutions Consultant, Black Diamond

Mike Orr
VP and GM of LiveSocial, Seismic

Richard Owen
VP Retail Wealth, Ortec Finance

Dr. Boris Rankov
Head of Digital Advisory, InvestCloud Private Banking & Wealth

Scott Reddel
Managing Director, Accenture

Melissa Rother
Financial Services, Industry Principal, RingCentral

Stefan Schwitter
Head Investment Solutions, SEBA Bank AG

Eddie Sempek
SVP of Strategic Relationships, Orion

Kabir Sethi
Managing Director, Head of Digital, Bank of America, Merrill Lynch

Christopher Sparke
Global Head of Advisory Solutions, Refinitiv

Chris Thomas
Head of Digital Assets,Swissquote Bank

Alessandro Tonchia
Head of Strategy, InvestCloud Private Banking & Wealth

Lily Trager
Managing Director, Director of Investing with Impact, Head of Impact Solutions, Morgan Stanley

Mark Trousdale
EVP, Chief Marketing Officer, InvestCloud

Jurgen Vandenbrouck
Expert General Manager, KBC

Sponsors & Partners

2021 Sponsors

PREMIER SPONSORS:
• Accenture
• InvestCloud
• RingCentral

PLATINUM SPONSORS:
• Avaloq
• Black Diamond
• MyVest
• NaviPlan
• Orion Advisor Solutions
• Ortec Finance
• Refinitiv
• SEBA Bank
• Seismic

GOLD SPONSOR:
• eMoney