Wealth and Asset Management 4.0: What Lies Ahead in a Digital-First World

Presented by

Lucy Heavens, Advisory Board Member, FinTech B2B Marketing

About this talk

Description: Wealth providers are morphing into digital-first businesses. Artificial intelligence, blockchain, edge computing, and other emerging technologies are driving high-speed change that has not been seen in a generation, giving rise to the concept of Wealth 4.0. At the same time, investor priorities are shifting as social, economic, and demographic changes continue to unfold against the backdrop of the pandemic. Join ESI ThoughtLab, FinTech B2B Marketing, and advisory members from Wealth and Asset Management 4.0, a global study on the future of wealth and asset management, for an interactive panel discussion examining the digital trends, emerging technologies, and investor priorities remaking the industry. Hear from industry experts and insiders from organizations including Salesforce, FIS, and Publicis Sapient. Agenda: Introductions and Program Overview, 12:00 – 12:15 PM ET Lucy Heavens, Advisory Board Member, FinTech B2B Marketing Panel Q&A moderated by Lucy Heavens, 12:15 – 12.45 PM ET Lou Celi, CEO, ESI ThoughtLab Melissa Cullen, Global Head of Strategy, Wealth and Retirement, FIS Cory Haberkorn, Senior Manager, Global Go to Market-Wealth & Asset Management, Salesforce David Donovan, Executive Vice President, Financial Services, Publicis Sapient Audience Q&A, 12:45 – 12:55 PM All parties involved Session Conclusion and Closing Remarks, 12:55 – 1:00 PM Lucy Heavens Discussion points include: What lessons did wealth management firms learn during the pandemic that will help shape their future approaches? How do wealth management firms need to rethink their strategies, business models, and customer experiences to succeed in the post-pandemic digital-first world? How will wealth management firms use AI, blockchain, cloud, RPA, and other emerging technologies to digitally transform their organizations? How will financial advisors get work done and engage with clients in the future? How will their digital experiences and set of tools need to change?

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