Tools and Technology Track

Friday, October 16, 2020, 11:00am – 1:00pm (Session 1)

The Wealth Management Platform of the Future
Between rapid advances in technology, such as digital innovation, artificial intelligence (AI), and machine learning/smart data, coupled with shifting demographics and evolving client expectations, the traditional wealth management platform will look very different three to five years from now. This session explores what the platform of the future will look like for advisors, how the fee structure and compensation will change, and the potential impact and disruption of non-traditional competitors entering the wealth management arena.

Tim Foley, Managing Director, BNY Mellon | Pershing

Eric Lordi, Managing Director, Morgan Stanley
Kabir Sethi, Managing Director, Head of Digital Wealth Management, Bank of America Merrill Lynch
Molly Weiss, Managing Director, Head of Product, Envestnet

Disruption: Keep it Coming!
Has our world and industry ever experienced more disruption than we’ve seen so far in 2020? But disruption is what has brought us to where we are today – and what will shape our future. This session explores some of the “good disruptors” that are accelerating the transformation of how firms deliver investment advice and solutions, redefining client engagement, and enhancing the customer experience. Think of everything from AI and Machine Learning to hyper-personalization, tailored advice, and client engagement. Our experts will also discuss recent headline-making technology acquisitions by major industry players, what they mean, and what digital innovations lie ahead.

Arvind Ramakrishnan, Executive Director, Morgan Stanley

Tricia Haskins, Vice President, Digital Strategy & Platform Consulting, Fidelity Investments
Anton Honikman, Chief Executive Officer, MyVest
Jeff McMillan, Managing Director, Chief Analytics & Data Officer, Morgan Stanley

Tuesday, October 20, 2020, 2:00pm – 4:00pm (Session 2)

The Evolving Digital End-Client Experience
The current pandemic has made the virtual experience a vital part of client servicing. This session explores the latest advances and thinking on how best to serve client needs using digital technologies ranging from client portals to mobile solutions. Key topics include best practices for building an interactive and collaborative experience between the advisor and client, data aggregation and the power of data to drive innovative digital experiences, ways AI can be used to anticipate a client’s needs and understand client satisfaction, and how automated advice has evolved from the first robo solutions to today’s digital advice platforms.

Charles Smith, Global Head of Digital Solutions, Wealth Management, Refinitiv

Ryan Burwell, Director of Technology Strategy & Best Practices, Baird Private Wealth Management
Rich Keltner, Director of Product Management, Tegra118
Joe Nadreau, Managing Director, Head of Independent Brokerage & Platform Services, Wells Fargo Advisors
Amit Nanavati, Vice President, Digital Products, Northwestern Mutual

Strategic Spending, Priority Changes & Trends 
The social, political, and economic toll of the COVID-19 pandemic across the globe accelerated changes in technology strategy, focus, and spending that were already taking place within the asset and wealth management industries. In this session, c-suite executives discuss how they have shifted priorities and resource allocation to adapt to evolving advisor and client needs – and also look ahead to new areas of attention and investment that will be required for future success.

Doug Fritz, Chief Executive Officer, F2 Strategy

Toussaint Bailey, Chief Executive Officer & Principal, Enso Wealth Management
Robert Eaton, Managing Director, Head of U.S. Business Development, Aladdin Wealth Tech, BlackRock
Anish Shah, Managing Director, Head of Digital, BNY Mellon Wealth Management