Digital Integration in Wealth Management USA

The Digital Integration in Wealth Management USA Conference brings together digital leaders from private banks and wealth management firms to provide a strategic roadmap for integrating digital tools into your offering.

  • 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 marketĀ 
  • Meet with peers from across the region to discuss digital innovation in wealth management


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.

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.