INVESTECH AGENDA

Understand how emerging customer segments are forcing wealth managers to change. Learn how lower barriers to entry will create new opportunities. Hear from incumbents and disruptors at the forefront of change. 

Topics covered include: 

• How can incumbents embrace change and safeguard their business?
• How can you build an innovation culture not an innovation team?
• Is collaboration with fintechs necessary for success?
• Will we continue to see the rise of digital assets and environmental, social and governance investing?
• How can incumbents interact with distribution partners in a more technology enabled way?