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Venture Capital

  • Digital Industry M&A - Bringing Clarity to Chaos
    Digital Industry M&A - Bringing Clarity to Chaos
    Doug Harp, Bill O'Such & Ben Tao, Momenta Partners, Stefan Hofmeyer, Global PMI Partners Recorded: May 21 2020 58 mins
    M&A is increasingly critical in the Internet of Things (IoT), Industrial Internet of Things (IIoT) and Digital Industry market (i.e. the digitization and associated integration of digital technologies in the industrial sector) and is the primary way fast-followers who face disruption can react before they lose market share and profitability.

    However, identifying the right acquisition strategy in a rapidly changing market requires much more than choosing a company from a landscape diagram of logos. How does a company in energy, manufacturing, industrial, transportation or logistics find the right targets that leverages their “crown jewels” and their “opportunity to win”. Even with a crisp strategy, how do you identify value drivers and create a clear integration plan for success?

    This webinar will be moderated by Doug Harp, Managing Partner of Momenta Advisory in association with a panel of thought leaders and experts in Digital Industry M&A. This includes Stefan Hofmeyer, Partner, Global PMI Partners and from Momenta Partners, Bill O’Such, Principal Partner and Ben Tao, Partner.

    In this webinar we’ll explore:

    · M&A trends in IoT, IIoT and Digital Industry
    · How can M&A ensure you aren’t left behind in a growing market and can leap-frog the competition?
    · How do you tell the difference between a good and a bad M&A Strategy?
    · Why conventional M&A via Investment Bankers won’t work at this stage of the market
    · How to identify the right targets in a dynamic and immature market
    · How to ensure success in an M&A transaction from discovery to Post-Deal optimization
  • COVID-19 Innovation Strategies For The New Normal: Impact & Opportunities
    COVID-19 Innovation Strategies For The New Normal: Impact & Opportunities
    Studio Zao | Jamie Qiu, Founder & Managing Partner Recorded: May 21 2020 49 mins
    Get an overview of how to map out what the post COVID-19 world will look like and the key drivers of a disruptive impact on your organisation. Learn the innovation techniques you can apply to identify growth opportunities and execute high-impact initiatives.

    COVID-19 has impacted all industries, sectors, and walks of life. Current restrictions will likely remain for an indefinite period — restricted travel, social distancing and workplace constraints. But more importantly, entire sectors may not recover; how we work, live and play may be fundamentally different. The way your organisation responds now will dictate if you survive and thrive in the face of a new normal.

    In this practical workshop we will explore and review key tools and practical examples you can use from today to:
    - Complete future related scenarios analysis.
    - Problem and opportunity framing.
    - Lead your team through rapid idea generation.

    Studio Zao is an innovation studio who helps brave and forward-thinking organisations to accelerate innovation and entrepreneurial change. Studio Zao has worked with some of the world's leading organisations, brands and academic institutions, including Sony Music, EY, the NHS, Pentland Brands, Ellesse, Speedo, Imperial College London and the Institute of Cancer Research.

    Find out more at www.studiozao.com
  • Talent & Corporate Innovation: Intrapreneurial Talent And The New Normal
    Talent & Corporate Innovation: Intrapreneurial Talent And The New Normal
    Bubl by Pearson College London & Studio Zao Innovations Recorded: May 20 2020 55 mins
    Entrepreneurial talent is increasingly becoming a key driver for effective corporate innovation. In a world characterised by increasing uncertainty and unprecedented disruptive shocks like COVID-19, corporations need entrepreneurial doers and thinkers now, more than ever.

    In this interactive 45 minute webinar delivered in collaboration with Bubl by Pearson College London, Studio Zao will be discussing the landscape of corporate innovation and talent with Dr Roxanne Stockwell, Vice President of Higher Education Awards for Pearson PLC and Principal at Pearson College London with over 20 years of leadership experience in higher education and professional education.

    We will be discussing:
    - The importance of corporate innovation in these unprecedented times.
    - The role of talent in corporate innovation.
    - What entrepreneurial talented individuals are seeking.
    - How to identify and nurture entrepreneurial talent.

    Bubl by Pearson College London partners with Studio Zao to help organisations innovate by building curated high-performing teams from internal talent, academic talent and leading industry experts, solving difficult business problems and discovering new market growth opportunities.
  • ClearlySo Healthcare & Well-being Sector Insights
    ClearlySo Healthcare & Well-being Sector Insights
    Carl Bergholtz and Tendai Nhachi, the ClearlySo Healthcare Sector leads Recorded: May 20 2020 48 mins
    Carl Bergholtz and Tendai Nhachi, the ClearlySo Healthcare Sector leads are joined by Andrew Davies (Digital Health Lead, Association of British HealthTech Industries) and Alex Heaton (CEO/Founder of LiveSmart) to discuss digital health during the global pandemic.
  • Applying to the Future Fund – what you need to know
    Applying to the Future Fund – what you need to know
    Innovate Finance Recorded: May 19 2020 54 mins
    Speakers:
    Shanika Amarasekara, General Counsel, British Business Bank
    Marilena Ioannidou, Director - British Business Investments
    Charlotte Crosswell, CEO - Innovate Finance (chair)

    Join us for a webinar ahead of the launch of the Future Fund application portal on Wednesday 20 May.

    The Future Fund, delivered in partnership with British Business Bank, will provide government loans to UK-based companies ranging from £125,000 to £5 million, subject to at least equal match funding from private investors. The Fund is targeted at innovative startups that are unable to access other emergency loans, such as the Coronavirus Business Interruption Loan Scheme (CBILS).

    Following the recent publication of detailed FAQs on the Future Fund, this exclusive webinar hosted by Innovate Finance will provide you with an opportunity to hear directly from the team leading the application process, ahead of the portal launch on Wednesday.

    If you have any questions for the speakers ahead of the session please feel free to send these in advance to Iana Vidal, Head of Policy and Government Affairs, iana@innovatefinance.com
  • FinTech workforce, talent and immigration - through and post Covid-19
    FinTech workforce, talent and immigration - through and post Covid-19
    Innovate Finance Recorded: May 19 2020 46 mins
    The rapidly evolving challenges from the COVID-19 global outbreak present critical people issues for fintech, particularly given heavy reliance on global talent with significant reforms already underway before the crisis. In this interactive webcast, EY experts will answer your people questions, talk through the critical areas you need to address across workforce, talent, reward and immigration to emerge with a stronger and more resilient workforce.

    EY panellists:
    Seema Farazi, EY EMEIA People Advisory Covid-19 Response Leader, Global Immigration Partner
    Katherine Savage, EY Reward Partner
  • Education & Training Sector Insights
    Education & Training Sector Insights
    Chris Parsons & Jon Wright of ClearlySo Recorded: May 13 2020 21 mins
    Head of Enterprises and Education & Training Sector Lead sat down - albeit virtually - with Jon Wright, Institutional Sales Distribution at ClearlySo to share their insights into the education sector and to discuss how investors are reacting to the current landscape with COVID-19.
  • Funding in the Current Environment & Extending Your Cash Flow Runway
    Funding in the Current Environment & Extending Your Cash Flow Runway
    Innovate Finance Recorded: May 11 2020 47 mins
    Join DLA Piper and Seedrs to explore available funding options in the current environment.

    Some discussion points:

    Valuations and investor expectations in the current environment
    Investment structures (eg straight equity vs convertible/advanced subscriptions)
    Investor mindsets in current climate
    Accessing debt: government, public schemes and private lending
    Working with existing debt arrangements
    Restructuring and recovery
  • PPE Industry Growth Opportunities You Need to Know About Now
    PPE Industry Growth Opportunities You Need to Know About Now
    Sanjiv Bhaskar, Aroop Zutshi, Frost & Sullivan and David Forbes, Director, Health Industry Distributors Association Recorded: May 7 2020 61 mins
    The shortage of PPE due to COVID-19 has exposed the vulnerability of our healthcare and emergency response systems. This pandemic has also revealed the shortcomings of the PPE industry and its dependence on outsourced supply chains. How will this pandemic change the PPE industry’s approach to different end-user industries? How will PPE companies seize this tremendous growth opportunity? Will the PPE industry continue to be favored by the private equity community?

    Key Takeaways:

    • Understand COVID-19’s impact on the industrial PPE markets
    • Understand COVID-19’s impact on the healthcare PPE markets
    • Discover potential new competitors to industrial PPE players
    • Learn about supply chain opportunities and challenges
    • Find out if COVID-19 will reverse the PPE consolidation trend or enhance it
  • Investor Insights
    Investor Insights
    William Lowry, Jon Wright & Rodney Schwartz of ClearlySo Recorded: May 6 2020 26 mins
    ClearlySo's Institutional Sales Team speak with Founder and CEO Rodney Schwartz to share their findings into what investors are thinking during this challenging time across the industry and offer their observations on how best to move forward.
  • FinTech for All - Developing a Resilient and Inclusive Sector
    FinTech for All - Developing a Resilient and Inclusive Sector
    Innovate Finance Recorded: May 1 2020 63 mins
    We’ve heard it before, but today there is an even stronger case to be made: Diversity & Inclusion is key to developing a resilient FinTech sector, setup for sustainable growth.

    Join us to: explore some of the key challenges that FinTechs face in building inclusive culture, discuss how data and sector-wide collaboration is essential for progress, and learn about the launch of the ‘FinTech For All’ campaign.

    Moderator: Julia Streets, Streets Consulting
    Raj Ramanandi - Co-CEO InChorus
    Amy French - Head Level 39
  • Managing Scale in Times of Crisis: Manage your Workforce and Mitigate the Impact
    Managing Scale in Times of Crisis: Manage your Workforce and Mitigate the Impact
    Innovate Finance Recorded: May 1 2020 76 mins
    In times of uncertainty, running out of runway is the last thing you want. Yet, with your workforce working remotely and borders shutting down, how do you drive your expansion and growth?



    Discussion points:

    How to get the support and resources for growth
    Managing a global remote workforce
    How to sustain growth during a crisis


    Moderator: Dr Desné Masie, Chief Strategist, IC Intelligence

    Speakers;
    Eric Mouilleron, Founder & CEO, Bankable
    Jeppe Zink, General Partner, Northzone
    Pierre Lion, VP Growth, Mangopay
    Claire Altman, Chief Corporate Officer, Smart Pension
    Simon Loong, Founder & Group CEO, WeLab
    Gemma Steel, General Counsel, Project Imagine (Dozens/Pi1)
  • Lean Startup Methodology for Corporate Innovation
    Lean Startup Methodology for Corporate Innovation
    Studio Zao | Davide Turi, Founding Partner at Studio Zao Recorded: Apr 30 2020 55 mins
    To overcome the sudden and unpredictable disruption due to the COVID-19 crisis, it is important for companies to stay innovative and adapt to new ways of thinking.

    First adopted in the startup ecosystems around the world, The Lean Startup methodology helps your management team get into an entrepreneurial mindset to decrease risk and investment for new initiatives without putting the core business at risk.

    This online session will help you create a management culture that puts customers at the core of any initiative, rewards small, fast and frequent bets over large and multi-quarter projects, and ultimately empowers larger organisations to stay nimble in fast-changing industries.

    We will cover:
    - Build-Measure-Learn loop
    - Validated learning
    - Experiment methodology
    - Building a minimum viable product (MVP)

    Hosted by Davide Turi, Managing Partner at Studio Zao. A boutique innovation Studio that empowers brave and forward-thinking leaders to accelerate innovation and entrepreneurial change.

    We call them Intrapreneurs.
    https://studiozao.com/
  • Cooperation for Innovation: Lessons from Key Verticals
    Cooperation for Innovation: Lessons from Key Verticals
    Innovate Finance Recorded: Apr 29 2020 61 mins
    Some verticals, such as capital markets, are defined by the cooperation between new-comers and incumbents. What lessons can other verticals learn from this level of cooperation?

    Discussion points:
    What areas of financial services are not exploring cooperation?
    Is it time to talk about coopetition?
    How is innovation driven by the cooperation?

    Moderator: Roxana Mohammadian-Molina, Chief Strategy Officer, Blend Network

    Speakers:

    Jana Mackintosh, Public Policy Director, Worldpay
    Koley Corte, Senior Vice President and Global Head of Business Transformation, AllianceBernstein
    Adam French, Co-Founder, Scalable Capital
    Adam Toms, CEO, OpenFin
    Sam Handfield-Jones, Co-Head, Seccl
  • How to Fundraise in Uncertain Times
    How to Fundraise in Uncertain Times
    Innovate Finance Recorded: Apr 28 2020 62 mins
    A global health crisis is hardly the best time to raise funds. Yet many FinTechs are at a crucial junction in time.

    Discussion points:
    How to deal with changing investor priorities
    How does economic uncertainty affect your business plan?
    Why excellent investor relations are more critical than ever

    Moderator: Yael Simon, Founder, Fintel Security

    Panelists:
    Manuel Silva Martinez, Head of Investments, Santander InnoVentures
    Myles Milston, CEO, Globacap
    Yusuf Ozdalga, Partner, QED Investors
  • FinTechs Entering the US Market: What to Know
    FinTechs Entering the US Market: What to Know
    Innovate Finance Recorded: Apr 27 2020 64 mins
    The United States is the largest financial services market in the world. For an international business, expanding operations to the U.S. can facilitate capital-raising efforts, provide access to one of the world’s deepest talent pools and create significant market opportunities.

    However, entering the U.S. market can be daunting for international businesses due in large part to its complex regulatory framework and knowing which type of investor to approach for each funding stage. This is especially true in the FinTech space, as a FinTech firm may be subject to oversight from a multitude of federal and state regulators, which can lead to regulatory uncertainty and significant compliance burdens. Hear from leading experts who will take you through the key elements of what you should know when considering entry into the U.S. market.

    Moderator - Sameer Gulati, Fintech Specialist, UK Department for International Trade (DIT)

    Speakers:

    Alan Bickerstaff, Emerging Growth Partner, Shearman & Sterling
    Sean Hunter, CIO, OakNorth
    Sunny Parikh, Senior Vice President & Head of FinTech Innovation Lab
    New York, Partnership Fund for New York City
    Reena Agrawal Sahni, Head of US Bank Regulatory, Shearman & Sterling
  • ClearlySo Agriculture Sector Insights
    ClearlySo Agriculture Sector Insights
    Matias Wibowo, ClearlySo Energy & the Environment Sector Lead Recorded: Apr 24 2020 49 mins
    Sector Lead for Energy & the Environment, Matias Wibowo will be joined by some special guests including, Cansu Deniz Bayrak (Senior Partner & Head of Fundraising, Bethnal Green Ventures), Charlie Guy of LettUs Grow and Andy Jones of Phytoponics for a deep discussion with these agri-tech businesses on the resilience of food chain, amidst recent concerns caused by COVID-19.
  • Innovation Portfolios and Experimentation for Corporate Innovation
    Innovation Portfolios and Experimentation for Corporate Innovation
    Studio Zao | Jamie Qiu, Founder & Managing Partner Recorded: Apr 23 2020 60 mins
    Get an overview of how to form innovation theses, manage innovation portfolios, decrease risk and lead through ambidextrous leadership.

    One of the fundamental principles behind effective corporate innovation is to execute rapid experimentation on a portfolio of innovation projects.

    In this 60 minute webinar, you will get an overview of how to define and manage a portfolio of innovation projects, and how to plan and execute experiments to de-risk your innovation efforts and increase ROI of your innovation investments.

    Stemming from the Lean Startup methodology - which has now proven to be a driver of innovation for startup companies, innovation portfolio and experimentation translate the key principles of Lean into a corporate context, enabling innovation, R&D, commercial and product leaders to move faster and deliver measurable results.

    We will cover the four key principles of Lean Corporate Innovation to help you plan your pipeline of projects, and execute them through rapid and relentless experimentation to systematically decrease uncertainty and deliver innovation outcomes at speed:

    - Forming innovation theses
    - Managing innovation portfolios
    - Decreasing innovation risk
    - Ambidextrous innovation leadership

    Hosted by Jamie Qiu, Managing Partner at Studio Zao. An Innovation Studio that empowers brave and forward-thinking leaders to accelerate innovation and entrepreneurial change.

    We call them Intrapreneurs.
    https://studiozao.com/
  • How a Global Crisis is Impacting M&A and Exits in FinTech
    How a Global Crisis is Impacting M&A and Exits in FinTech
    Innovate Finance Recorded: Apr 23 2020 60 mins
    The global health crisis brought by the Coronavirus has had a huge impact on the FinTech industry. Nowhere is this more keenly felt than in M&A.

    Discussion points:

    How has it impacted M&A and exits in the sector?
    How long can we expect the effects of these trends to last?
    What can we learn from previous crises?

    Speakers:

    Moderator Samina Akram, Managing Partner, Samak Ethical Finance

    Ken Marlin, Managing Partner, Marlin & Associates Securities LLC
    Cris Conde, Senior Advisor, Accel
    Tim Levene, CEO, Augmentum Fintech
    Sonya Iovieno, Head of Growth & VC, Silicon Valley Bank
    Shalini Shan, Director, FinTech - Strategy and Transactions, Ernst & Young
  • Money, Money, Money: The Future of Payments, Part 2
    Money, Money, Money: The Future of Payments, Part 2
    Innovate Finance Recorded: Apr 22 2020 60 mins
    The speed of transition in some economies from a cash to a digital-payments economy is staggering: What are the lessons other nations can learn from this?

    Discussion points:

    Embedded Payments: What’s Next?
    Payments Worldwide: A Comparison of Business Models
    What innovation can markets expect?
    How will this impact current players and users?

    Moderator: Kristy Duncan, Founder & CEO, Women in Payments

    Speakers:

    Tom Mutton, Director of FinTech, Bank of England
    Yuval Rooz, Co-founder & CEO, Digital Asset
    Julie Patient, Counsel, Hogan Lovells
    Myles Stephenson, CEO, Modulr Finance
    Vikesh Patel, Head of UK and Ireland, SWIFT
  • Investor Insights
    Investor Insights
    William Lowry, Jon Wright & Rodney Schwartz of ClearlySo Recorded: Apr 22 2020 26 mins
    ClearlySo's Institutional Sales Team speak with Founder and CEO Rodney Schwartz to share their findings into what investors are thinking during this challenging time across the industry and offer their observations on how best to move forward.
  • Tech and the Future of Financial Services
    Tech and the Future of Financial Services
    Innovate Finance Recorded: Apr 21 2020 52 mins
    Technological innovation is transforming the world around us. What can financial services learn from other industries?

    Discussion points:

    How are consumer expectations evolving?
    What innovations will ‘stick’ and become standard?
    Is the speed of innovation and adoption a cause for concern for incumbents? For new-comers?
    What are the social, legal and economic risks at stake?

    Speakers:

    Antonia Romeo, Permanent Secretary and Civil Service Gender Champion, Department for International Trade
    John Hourican, CEO, New Day
    Andy Ellis, Head of Ventures, NatWest
    Margaret Doyle, Partner, Financial Services, Deloitte
  • How Innovation in Financial Services can Take us Through Tough Times
    How Innovation in Financial Services can Take us Through Tough Times
    Innovate Finance Recorded: Apr 20 2020 61 mins
    Crisis tends to breed innovation. In this session we explore the sources of innovation.

    Discussion points:
    Institution / FinTech Collaboration- including international expansion
    How institutions support innovation through crises
    Where does innovation come from? Culture, regulation or even neuro-diversity
    The resilience of financial services

    Moderator:

    Julia Streets, Founder and CEO, Streets Consulting

    Speakers:

    Ben Davey, CEO, Barclays Ventures
    James Bardrick, CEO, Citigroup Global Markets
    Mark Pettit, Executive Director - New Ventures, Strategic Partners & Fintech, Visa
    Huw Van Steenis, Group Managing Director, Senior Adviser to the CEO UBS
  • Open Finance: What is the Future of Open Banking?
    Open Finance: What is the Future of Open Banking?
    Innovate Finance Recorded: Apr 17 2020 62 mins
    Open Banking has been a revolution in FinTech and wider financial services. But what is the future?

    Discussion points:
    Is it too early to talk about Open Finance?
    What are the benefits of Open Finance and what does it mean for players and users?
    What are the current issues with Open Banking?
    Have customers' expectations widened from Open Banking to Open Finance?

    Moderator Tram Anh Nguyen, Co-Founder, CFTE
    Speakers:
    Felicia Meyerowitz Singh, CEO & Founder, Akoni
    David Beardmore, Ecosystem Development, Open Banking Implementation Entity (OBIE)
    Ross Laurie, CEO, Visible Capital
    Emily Reid, Partner and Head of Financial Services, Hogan Lovells
    Chris Gorst, Director, Nesta Challenges
    Sam Seaton, CEO, MoneyHub
  • ClearlySo Healthcare & Well-being Sector Insights
    ClearlySo Healthcare & Well-being Sector Insights
    Carl Bergholtz and Tendai Nhachi, the ClearlySo Healthcare Sector leads Recorded: Apr 17 2020 48 mins
    Carl Bergholtz and Tendai Nhachi, the ClearlySo Healthcare Sector leads are joined by Andrew Davies (Digital Health Lead, Association of British HealthTech Industries) and Alex Heaton (CEO/Founder of LiveSmart) to discuss digital health during the global pandemic.
  • ClearlySo Agriculture Sector Insights
    ClearlySo Agriculture Sector Insights
    Matias Wibowo, ClearlySo Energy & the Environment Sector Lead May 27 2020 9:30 am UTC 48 mins
    Sector Lead for Energy & the Environment, Matias Wibowo will be joined by some special guests including, Cansu Deniz Bayrak (Senior Partner & Head of Fundraising, Bethnal Green Ventures), Charlie Guy of LettUs Grow and Andy Jones of Phytoponics for a deep discussion with these agri-tech businesses on the resilience of food chain, amidst recent concerns caused by COVID-19.
  • Regulatory State of Play
    Regulatory State of Play
    Innovate Finance May 28 2020 1:00 pm UTC 60 mins
    We will hear from our leading Regulatory Compliance experts highlighting the key regulatory responses to COVID-19, regulatory developments underway and the opportunities available to FinTechs. This will be followed by Deloitte & Corlytics showcasing RegHub, our Regulatory compliance solution.
  • Underwriting Transformation: Leverage AI to Win Better Risks and Relationships
    Underwriting Transformation: Leverage AI to Win Better Risks and Relationships
    Paolo Cuomo (Brit), Richard Hartley (Cytora), Andrew Rear (Munich Re Digital Partners) and Will Thorne (SCOR) May 28 2020 2:00 pm UTC 60 mins
    Accurate and efficient underwriting is the cornerstone of profitable growth. As pressure mounts on underwriters to deliver better and faster decisions, it is critical that transformation initiatives deliver effective tools to help underwriting teams drive productivity and boost human capacity.

    How can the operations function best support profitable underwriting?

    Join Intelligent Insurer as they talk to Munich Re, Brit, SCOR and Cytora about the practical steps insurers can take to drive efficiency and accuracy by augmenting the underwriter’s toolkit with a digital upgrade.

    Hear from leading industry experts ready to share their tips, tricks and pointers. In this webinar, you’ll get exclusive insights from:

    Paolo Cuomo, Director of Operations, Brit Insurance
    Richard Hartley, CEO, Cytora
    Andrew Rear, Chief Executive Officer, Digital Partners, a Munich Re Company
    Will Thorne, Head of EMEA, Specialty and Lloyd's Ventures, SCOR

    In just one-hour of dynamic discussion and debate, you’ll discover how to:

    Get to grips with the latest tools available to enhance underwriting productivity, and explore how those tools are being applied to build a unified view of risks and relationships

    Understand how AI can be used to complement the underwriter skill set, alleviating time spent on data analysis and submission triage while boosting human capacity in other areas, like relationship building and risk decision making

    Get the detail on how to amplify core systems, and discover how to generate enhanced analytical insights that drive more personalised customer service and acquisition
  • Digital Transformation in Wealth: How to Compete Amid Rapid Change
    Digital Transformation in Wealth: How to Compete Amid Rapid Change
    Lauren Crossett, Ramprasad ‘RP’ Sandilya, Julie Coin Jun 4 2020 5:30 pm UTC 60 mins
    June 4, 2020 | 1:30 pm ET

    -Lauren Crossett, Wealth Vertical Lead, Plaid
    -Ramprasad ‘RP’ Sandilya, VP, Business Development, Wealth & BPO at Broadridge
    -Julie Coin, President, DriveWealth

    What you’ll learn:
    -The impact of evolving investor expectations on your practice
    -How to leverage emerging technologies to grow assets under management through improved account portability
    -How COVID-19 is changing what people demand from financial services and what it means for wealth management’s digital transformation

    Wealth management is an incredibly sticky service, with little customer churn. Few services organically increase per-customer revenue over time in the way that AUM fee-based wealth management does. In spite of this value, wealth management is becoming increasingly commoditized. Downward pressure on fees continues and we are approaching the end of paid trades. Consolidation of the advisory space has not occurred—rather, it has become more competitive—with robo advisory services and breakaway RIAs providing investors with a seemingly growing number of wealth management options.

    So what can wealth management firms do to compete and stand out in this increasingly commoditized market? Firms must put a continued emphasis on delivering best-in-class digital experiences. From account opening and funding to ongoing holistic financial advice, everything must be easy, seamless, and value additive for retail investors. This webinar will explore some of the ways in which firms can work with technology vendors to revamp their digital experiences in order to accommodate investor expectations and behaviors—both of which are rapidly evolving in real-time due to the COVID-19 pandemic.