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September 13-15, 2021
The Marriott Marquis Times Square, New YorkVirtual only access also available

WealthTech agenda

The concept of value is shifting from cost and performance to user experience, convenience and personalization.

Why attend?

The WealthTech agenda will provide insights into how you can harness technologies to future-proof your business.  It will cover the latest digital advice models, cutting-edge behavioral analytics tools and solutions for seamless on-boarding. Discover how the most innovative wealth management firms, broker dealers, RIAs and more use emerging technologies to help better serve high net worth and retail clients.

Critical discussions include:

  • Understanding the shifting social demographics driving transformational change in digital wealth management
  • Assessing the impact of global economic instability and extreme volatility on investor habits and behaviour
  • Delivering bespoke holistic solutions for UHNW clients
  • Tools to survive and thrive in the era of hyperpersonalization

Five key agenda topics. Focus on what matters most to you.