keyboard_arrow_right
Search & Filter keyboard_arrow_right
keyboard_arrow_left Hide
Day 2 - Client Experience & Digital Advice
keyboard_arrow_leftSearch & Filter
search
Formats
Day 2 - Client Experience & Digital Advice
search
Formats
09:30 - 10:00
Energy-Boosting Yoga Session
10:30 - 10:45
Why wealthtech isn't working (yet)
- Ned Phillips - Founder, CEO, Entrepreneur, Bambu
11:00 - 11:15
The roaring 20s: from Product Push to Client Pull. A fresh view of the value in a Digital Age
- David Tiller - Former Global Head of Client Technology Solutions at Standard Life Aberdeen; Director, Origo
11:30 - 12:15
Wealth Leaders Panel: Rethinking the value proposition in the era of hyper-personalisation – Creating a truly holistic client-centric experience
- Meghna Mukerjee - Senior Analyst, Wealth Management, Aite Group
- Apiramy Jeyarajah - Head of UK Wholesale, Aviva Investors
- Will Kingston - Head of Customer Experience, Close Brothers
- Juan Sánchez del Campo - Head of Client Solutions, Renta 4 Bank
12:15 - 13:15
Networking Break
13:15 - 13:45
Reimagining the digital wealth customer journey from the client perspective
A practical exploration into creating a seamless omni-access client experience and implementing digital tools to support and enhance advisors.
- Ilan Davidovici - Principal, Client Experience, Edward Jones
- Ben Goss - Chief Executive Officer, Dynamic Planner
- John Crittenden - Chief Strategy Officer, Stealth Mode Platform
14:00 - 14:45
Next Customer, Please: Prospecting in a pandemic
The pandemic pushed wealth management and financial advisors into the era of digital communications including Zoom calls, social media and the need for lead gen when there were no online conferences. Learn from our panel of senior marketing experts what works and what didn't work along with what strategies and tactics will stay in digital in the post-pandemic era.
- April Rudin - President, The Rudin Group
- Kirti Naik - Head of Marketing & Communications, BNY Mellon Wealth Management
- Dipti Kachru - Chief Marketing Officer, US Wealth Management, JPMorgan Chase & Co
14:45 - 14:50
Close of Digital Wealth Virtual
Filter
Formats