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WealthTech Industry Stage

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

September 14, 2020

Why attend?


The WealthTech Industry Stage 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
  • The hybrid evolution: Blending High-Tech and High-Touch to provide a service which gives clients the best of both worlds
  • Creating a culture of collaborative innovation and championing change to find the competitive edge
  • Delivering bespoke holistic solutions for UHNW clients
  • Next generation strategies for acquiring new customers and building brand loyalty
  • Tools to survive and thrive in the era of hyperpersonalization

Five Industry Stages. Five key topics. Switch between the stages at your leisure.