Advisor Technology

HOST

David Armstrong
Editor-in-Chief and Executive Director of Content and User Engagement

WealthManagement.com

Wednesday

2:00 PM ET

11:00 AM PT

Modernize, Digitize & Transcend: How Wealth Management Firms Successfully Leverage Tech

The wealth management industry continues to evolve in response to economic trends, rapidly changing demands and expectations from both clients and advisors, and regulatory complexity. Wealth management firms that reimagine their business models and the role technology plays to personalize client engagement at scale will be best positioned to capture a meaningful market opportunity. Learn more.

Join us to learn more about how firms can successfully leverage technology to:

• Improve advisor-client relationships with connected experiences and modern collaboration tools
• Strengthen relationships and productivity across front, middle and back-office functions
• Optimize data and business results by utilizing powerful analytics and AI-fueled predictions to drive actionable insights
• Accelerate innovation by harmonizing data and through partnerships

CIMA^®, CPWA^®, and AEP^® CE Credits have been applied for and are pending approval.

PRESENTER

Chris Perry

President
Broadridge

PRESENTER

Michelle Feinstein

GM/Vice President, Wealth & Asset Management Industry Solutions and Strategy
Salesforce

PRESENTER

Jodi Wagner

Financial Services Cross Cloud Specialistt
Salesforce