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

Wealthtech & Investech Summit

With the need to adapt to a rapidly-evolving and revolutionizing market, the summit will address the impact of changing client needs and technology developments.

Add the Summit Day to your main conference ticket and save $100.

What will you learn?

With Investech and Wealthtech one of the fastest-moving areas of innovation, this Summit unpicks the opportunities from personalizing wealth management services, and the changing demographics that will impact future offerings and areas for growth.

Designed for al those facing the challenge of adapting to this rapidly-evolving and revolutionizing market, the Wealthtech & Investech Summit will address the impact of changing client needs, and the technology developments you need to be aware of.

From mass market offerings to ultra HNWIs, take a deep dive into the latest changes in this rapidly-evolving sector.

Practical discussions around Investech and Wealthtech:

  • Diversifying product offerings, new market entrants, and evolving business models
  • Intergenerational wealth management strategies
  • Achieving agility and customer centricity in wealth management platforms
  • The hybrid approach: Combining roboadvice with human advisors
  • New sources of growth: What will younger, more digitally-savvy, millennial customers demand from their wealth management platforms?
  • Engaging with HNWIs in meaningful, tailored ways, with the attention they require?
  • Automated client reporting and financial management
  • Helping the US save for retirement

Speakers will be announced soon!


Switch between the two summits at your leisure. Attend the sessions that matter most to you.