2nd Edition Digital Transformation in Wealth Management Conference

Event Details

2nd Edition Digital Transformation in Wealth Management Conference

Time: September 24, 2018 at 8am to September 26, 2018 at 1pm
Location: San Francisco, CA
Website or Map: https://goo.gl/4JW9pd
Phone: 312-894-6310
Event Type: conference
Organized By: marcus evans Group
Latest Activity: May 3

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Event Description

This conference will provide wealth managers with practical tools for developing a consistent and firm-wide digital adoption strategy allowing them to expand their client base and offerings. Industry experts will assess the best practices for leveraging and scaling robo-advice alongside traditional advice and how Artificial Intelligence (AI) and new digital capabilities can enhance financial planning and client onboarding processes. Hear key practical case studies from companies such as Charles Schwab, Fidelity, State Street, BMO Financial Group, Invesco, Webster Investments, and many more!

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