The inaugural Digital Integration in Wealth Management USA Conference will provide an opportunity for VIPs across the industry to come together in an intimate setting to connect, collaborate and network.
An exclusive cohort of digital leaders from private banks and wealth management firms will come together to discuss strategies on how to integrate digital tools into your offering.
With high-level talks and discussions delivered by senior guest speakers, attendees can expect to discover the strategies, tools, and processes powered by innovation and client-centric values to meet cross generational needs and thrive in a digital age.
Experience timely and engaging sessions on:
- Enhancing the client experience in a digital world
- Aligning strategic partnerships
- Marketing for high-net-worth individuals
- Digging deeper into disruptive innovation
- Fostering firm growth through teams, technology, and talent
From ensuring first-class client services in the front office to digitally transforming the back office, meeting evolving client demands and delivering end-to-end operational efficiency in wealth management has never been more important.
WHAT TO EXPECT FOR 2023?
- Learn how digital integration can enhance your wealth offering and client experience.
- Discover the latest innovations in AI, automation, roboadvice, digital client journeys, and next-generation client values.
- Listen to concrete digital case studies from wealth managers in the US market.
- Experience an intimate setting to meet and network with peers from across the region.
- Be part of high-level discussions on digital innovation in wealth management.
- Discover the latest innovation and updates from a remarkable agenda, which spans across two days.
I really enjoyed the conference. The venue was fantastic and there were so many excellent speakers sharing insight into products or experiences - I have learnt lots and made many new connections. One for the diary next year.
Very diverse audience, very interesting panels and some eye opening keynote speeches.
An interesting conference with a wide variety of speakers and attendees.
Fantastic to be back at an in-person conference at a wonderful location. Great energy and enthusiasm from the exhibitors. Thought provoking presentations and discussions. Well done to the organisers for making the session run seamlessly.
Great event and grateful for the market insights that were presented. It is comforting that many strategic topics and challenges are shared across peers.
Digital Integration in Wealth Management London 2023
The 2023 Digital Integration in Wealth Management Conference: London edition took place at the Royal Lancaster London, on 21st – 22nd February.