Join us for Datos Insights' Wealth Management Forum

An uncertain rate environment, a presidential election, and pressure on fees and expenses speak to the challenges ahead for wealth managers. How can these wealth managers work through volatility and shifting client demands to separate themselves from the pack?

While tools built on generative AI offer service and revenue upside, they are not a silver bullet. The question is how to integrate new and established technologies to extend the reach of the advisor and deliver a superior experience for the end client.

Register now to join executives from leading financial institutions, Datos Insights' Wealth Management group, and other industry experts as they discuss ways to supercharge advice delivery.

Registration is complimentary for qualified senior wealth management executives (C-level, SVP, head of function) who focus on advisor and customer experience, digital and product strategy, and end-client service delivery at financial institutions.

Personalization at Scale
 

  • Empowering the investor via configurable client journeys and portals
     
  • Harnessing data and analytics to deliver “aha” moments for advisors and end clients
     
  • Personalizing portfolios through allocation to alternatives and values-based investing  

Delivering Advisor-Focused Tools
 

  • Integrating the command center —CRM and ways to build on it 
     
  • Translating client onboarding into sales 
     
  • Use cases and challenges around generative AI  

Emerging Opportunities for Growth
 

  • Expanding capabilities through M&A for small RIAs and aggregators  
     
  • Managing through the change of the advisory guard 
     
  • Serving affinity groups and multi-generational wealth 

Benefits of Attending

  • Participate in interactive discussions covering the industry’s hottest topics, from generative AI and alternative assets to channel convergence, platform evolution, and regulatory change.
     
  • Exchange ideas through intimate networking sessions with wealth management executives, leading technology providers, and thought leaders from Datos Insights. Come away with new ideas, new solutions, and new contacts who can help you achieve your goals.
     
  • Gain proven recommendations on how to position your organization for success in today’s market from practitioners blazing new trails. 
     
  • Hear from Datos Insights advisors about key trends affecting the industry and get insight on what’s next.
     
  • Share best practices and lessons learned across the breadth of wealth management—lessons that will shape your business for the balance of 2024 and prepare you to meet 2025 fully armed.

Who Attends

This event is designed for senior executives at wealth management firms focused on advisor and customer experience, digital and product strategy, and end-client service delivery. The program will address both the revenue and cost side of wealth management activities. Representative attendee titles include:

  • Chief operating officers
  • CTOs
  • Heads of wealth management
  • Heads/VPs of digital 
  • Heads/VPs of operations
  • Heads/VPs of strategy

Featured Speakers

Keynote Speakers

John Dowd
John Dowd
Chairman of the Board and Chief Executive Officer
Fiduciary Trust Company International
Vib Arya
Vib Arya
Chief Operating Officer
Shufro Rose
Greg Beltzer
Greg Beltzer
Head of Technology
RBC Wealth Management
Jim Bertles
Jim Bertles
Managing Director
Alti Tiedemann Global
Ilan Davidovici
Ilan Davidovici
Partner
Edward Jones
Robert Goff
Robert Goff
Vice President, Succession and Acquisition Consulting Group
Raymond James Financial
Kate Healy
Kate Healy
CEO & Founder
AdvoKate IQ
Paige Nelson
Paige Nelson
VP and Senior Manager
Capital Group
Claire O’Keefe
Claire O’Keefe
Partner, Head of Partner Development
Cerity Partners
Angie O'Leary
Angie O'Leary
Head of Wealth Planning
RBC Wealth Management
Mike Rieker
Mike Rieker
Director, Inorganic Growth Consulting
Constellation Wealth Capital
Amanda Robinson
Amanda Robinson
VP, Portfolio Solutions
Fidelity Investments
Paramita Sarkar
Paramita Sarkar
Head of Product Strategy, Insurance and Annuities, ESG, Performance Reporting and Analytics
Ameriprise Financial

Event Chairs and Moderators

Lisa Asher
Lisa Asher
Strategic Advisor
Datos Insights
Wally Okby
Wally Okby
Strategic Advisor
Datos Insights
William Trout
William Trout
Director, Securities and Investments Practice
Datos Insights
William Whitt
William Whitt
Strategic Advisor
Datos Insights

2023 Sponsors

View details from last year's event here.

Interested in sponsoring or speaking at this event?
Please email events@datos-insights.com for more information on our sponsorship and speaking opportunities