Agenda

All Days
Thursday, December 5
7:30 a.m.
Registration Opens
8:30 a.m. - 8:40 a.m.
Opening Remarks: Setting The 2020s Agenda For Private Client Financial Services
8:40 a.m. - 9:10 a.m.
The Next Marathon: Wealthfront’s Vision Of 2030
9:10 a.m. - 9:55 p.m.
What Can Be Done To Preserve Innovation In Wealth Tech If We Are Heading Into A Recession?
9:55 a.m. - 10:25 a.m.
Networking Break
10:25 a.m. - 10:55 a.m.
From Good to Outstanding: How to Transform CX in Wealth Management
• Revolution or Evolution? How to build the bridge as you walk across
10:55 a.m. - 11:45 a.m.
11:45 a.m. - 12:20 p.m.
Acorns Poised For Growth in 2020
12:20 p.m. - 1:45 p.m.
Networking Lunch & Dessert
1:45 p.m. - 2:25 p.m.
Market Transformation
The Future of The Client: Will Digital Platforms Soon Eclipse the Incumbents?
Join Jon Stevenson, Head of Wealth at MoneyLion, for an inside look at what’s driving the growing migration of accounts to digital platforms, including the unbundling and rebundling of services, demographic shifts, and the capability continuum. This session will provide you with the insight you need to stay on the leading edge.
Masters of UX, AX AND CX
Sponsored by Moxtra
Operational Strategy
2:30 p.m. - 3:15 p.m.
Market Transformation
What Technologies & Designs Are Actually Working in Digital Wealth
- How do you remain agile and continue to innovate?
Masters of UX, AX AND CX
Sponsored by Moxtra
Operational Strategy
Technology & Operations for Family Wealth & UHNW Investors
3:15 p.m. - 3:40 p.m.
Networking Break
3:40 p.m. - 4:20 p.m.
Masters of UX, AX AND CX
Sponsored by Moxtra
Operational Strategy
The Power of Unified Technology
During this fireside chat, Polysign CEO Jack McDonald and InvestCloud Chief Growth Officer Mark Trousdale will explore how integrated technology drives simultaneous client value and enterprise value. Jack and Mark will explain what it means to unlock information by integrating data from multiple systems and how technology can be used a massive lever for value creation, through the lens of two corporate growth stories - Conifer Securities and Polysign.
4:25 p.m. - 5:05 p.m.
Market Transformation
Deep Dive: Marketing the Family Office
Reaching U/HNW clients is more art than science. Given today's myriad of marketing platforms and methods of reaching end investors, what is the secret to reaching these valued clients? Are there generational differences?
Masters of UX, AX AND CX
Sponsored by Moxtra
Building Tools to Improve Efficiency, Effectiveness and the Customer Experience
From chat tools leveraging AI & ML to new predictive analytics platforms, this session will investigate how to build better experiences for both global asset managers and clients, what pitfalls to avoid when deploying new tech, and perhaps most importantly, how to create a culture that increasingly embraces data-driven approaches and tech.
5:10 p.m. - 6:10 p.m.
Networking Reception
Friday, December 6
7:00 a.m. - 8:00 a.m.
Registration & Networking Breakfast
8:45 a.m. - 9:30 a.m.
Market Transformation
Three Ways Rebalancing Tech Is Disrupting Wealth Management
Join us for this discussion around how:
Operational Strategy
Tech Survey: Where is the Industry With Robo Adoption?
Behavioral finance tools are expected to have the greatest impact on the future of wealth management, according to Financial Planning Tech Survey. The increase of consumer facing budgeting and financial planning apps, like Acorns and Stash, has given clients cheap and easy ways to adjust their investing behavior. What is the impact of behavioral finance apps and how can RIAs utilize new technology to better serve their clients in the face of steep competition?
9:30 a.m. - 10:00 a.m.
Networking Break
10:00 a.m. - 10:45 a.m.
Wealth Management Innovation & The Five New Rules of Client Segmentation & Engagement
Advisors and advisory firms are competing to consolidate assets of aging boomers as many also seek out new business models focused on profitably helping other segments getting no or little advice currently. Technology and data are at the heart of these strategies and in this session we will explore innovation in savings, investing and advice through the lens of client segmentation and answer questions including:
10:45 a.m. - 11:15 a.m.
Wealth Tech Trends & Insights From Betterment’s Jon Stein
11:15 a.m. - 12:00 p.m.
Mythbusters: What UHNW Investors Really Want And How You May or May Not Be Meeting Their Needs
In this session, April Rudin and Markus Lammer will do a deep-dive intro the characteristics of U/HNW investors and offer up ways that wealthtech and digital transformation can help to retain and engage these lucrative clients.
12:00 p.m. - 1:30 p.m.
Lunch
2:15 p.m. - 3:00 p.m.
What Lies Ahead: The Evolution of Tools Designed to Service the Sophisticated HNW Client
3:00 p.m. - 4:00 p.m.
Closing Happy Hour
Conference Concludes With Special Swag for Everyone Who's In the Room at 4:00p.m.
Thursday, December 5
7:30 a.m.
Registration Opens
8:30 a.m. - 8:40 a.m.
Opening Remarks: Setting The 2020s Agenda For Private Client Financial Services
8:40 a.m. - 9:10 a.m.
The Next Marathon: Wealthfront’s Vision Of 2030
9:10 a.m. - 9:55 p.m.
What Can Be Done To Preserve Innovation In Wealth Tech If We Are Heading Into A Recession?
9:55 a.m. - 10:25 a.m.
Networking Break
10:25 a.m. - 10:55 a.m.
From Good to Outstanding: How to Transform CX in Wealth Management
• Revolution or Evolution? How to build the bridge as you walk across
10:55 a.m. - 11:45 a.m.
11:45 a.m. - 12:20 p.m.
Acorns Poised For Growth in 2020
12:20 p.m. - 1:45 p.m.
Networking Lunch & Dessert
1:45 p.m. - 2:25 p.m.
Market Transformation
The Future of The Client: Will Digital Platforms Soon Eclipse the Incumbents?
Join Jon Stevenson, Head of Wealth at MoneyLion, for an inside look at what’s driving the growing migration of accounts to digital platforms, including the unbundling and rebundling of services, demographic shifts, and the capability continuum. This session will provide you with the insight you need to stay on the leading edge.
Masters of UX, AX AND CX
Sponsored by Moxtra
Operational Strategy
2:30 p.m. - 3:15 p.m.
Market Transformation
What Technologies & Designs Are Actually Working in Digital Wealth
- How do you remain agile and continue to innovate?
Masters of UX, AX AND CX
Sponsored by Moxtra
Operational Strategy
Technology & Operations for Family Wealth & UHNW Investors
3:15 p.m. - 3:40 p.m.
Networking Break
3:40 p.m. - 4:20 p.m.
Masters of UX, AX AND CX
Sponsored by Moxtra
Operational Strategy
The Power of Unified Technology
During this fireside chat, Polysign CEO Jack McDonald and InvestCloud Chief Growth Officer Mark Trousdale will explore how integrated technology drives simultaneous client value and enterprise value. Jack and Mark will explain what it means to unlock information by integrating data from multiple systems and how technology can be used a massive lever for value creation, through the lens of two corporate growth stories - Conifer Securities and Polysign.
4:25 p.m. - 5:05 p.m.
Market Transformation
Deep Dive: Marketing the Family Office
Reaching U/HNW clients is more art than science. Given today's myriad of marketing platforms and methods of reaching end investors, what is the secret to reaching these valued clients? Are there generational differences?
Masters of UX, AX AND CX
Sponsored by Moxtra
Building Tools to Improve Efficiency, Effectiveness and the Customer Experience
From chat tools leveraging AI & ML to new predictive analytics platforms, this session will investigate how to build better experiences for both global asset managers and clients, what pitfalls to avoid when deploying new tech, and perhaps most importantly, how to create a culture that increasingly embraces data-driven approaches and tech.
5:10 p.m. - 6:10 p.m.
Networking Reception
Friday, December 6
7:00 a.m. - 8:00 a.m.
Registration & Networking Breakfast
8:45 a.m. - 9:30 a.m.
Market Transformation
Three Ways Rebalancing Tech Is Disrupting Wealth Management
Join us for this discussion around how:
Operational Strategy
Tech Survey: Where is the Industry With Robo Adoption?
Behavioral finance tools are expected to have the greatest impact on the future of wealth management, according to Financial Planning Tech Survey. The increase of consumer facing budgeting and financial planning apps, like Acorns and Stash, has given clients cheap and easy ways to adjust their investing behavior. What is the impact of behavioral finance apps and how can RIAs utilize new technology to better serve their clients in the face of steep competition?
9:30 a.m. - 10:00 a.m.
Networking Break
10:00 a.m. - 10:45 a.m.
Wealth Management Innovation & The Five New Rules of Client Segmentation & Engagement
Advisors and advisory firms are competing to consolidate assets of aging boomers as many also seek out new business models focused on profitably helping other segments getting no or little advice currently. Technology and data are at the heart of these strategies and in this session we will explore innovation in savings, investing and advice through the lens of client segmentation and answer questions including:
10:45 a.m. - 11:15 a.m.
Wealth Tech Trends & Insights From Betterment’s Jon Stein
11:15 a.m. - 12:00 p.m.
Mythbusters: What UHNW Investors Really Want And How You May or May Not Be Meeting Their Needs
In this session, April Rudin and Markus Lammer will do a deep-dive intro the characteristics of U/HNW investors and offer up ways that wealthtech and digital transformation can help to retain and engage these lucrative clients.
12:00 p.m. - 1:30 p.m.
Lunch
2:15 p.m. - 3:00 p.m.
What Lies Ahead: The Evolution of Tools Designed to Service the Sophisticated HNW Client
3:00 p.m. - 4:00 p.m.
Closing Happy Hour
Conference Concludes With Special Swag for Everyone Who's In the Room at 4:00p.m.