-
Needs of wealthy clients are "a lot more complex," says Kraleigh Woodford, managing director and head of digital client experience at UBS Wealth Management.
July 10
-
Gauthier Vincent, Principal and Wealth Management Leader, Deloitte Consulting LLP, Deborah Waters, Global Head of Private Bank Operations and Technology, Citi, Kraleigh Woodford, Managing Director Head of Digital Client Experience, UBS WM USA
July 10
-
New financial products may be exciting for wealth managers — but one group of people isn't benefitting, warns Neesha Hathi, the chief digital officer for Charles Schwab.
July 10
-
The business case for going digital
July 10
-
Data about client behavior will drive better user experiences.
July 10
-
Suleman Din, moderator, Technology Editor, Financial Planning, Amber Baldet, Co-founder, CEO, Clovyr, Vern Brownell, CEO, D-Wave, Salvatore Cucchiara, Head of Wealth Management Technology, Morgan Stanley, Aaron Spradlin, Co-Founder & CEO, cleverDome, Inc.
July 10
-
They want help with their money — and they don’t mind their own data being analyzed, JPMorgan’s Kelli Keough said at the In|Vest conference.
July 10
-
There are serious consequences for firms that do not embrace the latest tech tools, says Kelli Keough, the global head of digital wealth management for JPMorgan Chase.
July 10
-
Beyond investing...Our opportunity to help customers more holistically
July 10
-
The competitive spring purchasing season is driving home prices higher.
July 6
