India NBFC Summit and Awards 2023 | Arena International Events Group | 27 September 2023 | TBA, Miami, USA

The Digital Integration in Wealth Management USA Conference brings together digital leaders from private banks and wealth management firms to provide a strategic roadmap for integrating digital tools into your offering.

WHY ATTEND?

• Learn how digital integration can enhance your wealth offering and client experience
• Discover the latest innovations in AI, automation, roboadvice, digital client journeys, and next-generation client values
• Listen to concrete digital case studies from wealth managers in the US market
• Meet with peers from across the region to discuss digital innovation in wealth management
• With high-level talks and discussions delivered by senior guest speakers, attendees can expect to discover the strategies, tools, and processes powered by innovation and client-centric values to meet cross generational needs and thrive in a digital age.

From ensuring first-class client services in the front office to digitally transforming the back office, meeting evolving client demands and delivering end-to-end operational efficiency in wealth management has never been more important.

2023 Sponsors

• MOXO
• Wealth Dynamic
• CID