Banco Popular de Puerto Rico

Our panel of VCs and PEs will discuss what types of companies they are looking to invest in for the next five years. Hear about the next wave in WealthTech - digital brokerages, alternative investing platforms, personal finance & savings apps, and more.

More than just a way to communicate with clients, how can an innovative tech stack provide enhanced services and drive a more seamless user experience. This panel will dig into why APIs are an essential software element.

Hear from a panel of industry experts on creating content and personal branding that works for financial advisers and home office brands.

How are the best wealth advisors and managers using data and predictive analytics? Discover how the top firms are utilizing new methods and technology for business growth.

 In this session, our experts will discuss all the aspects of the role of technology in bringing ESG into the wealth management sector, from regulatory and reporting processes to client engagement.

Juliet Weissman of New York City's Cornell Tech campus discusses the role of higher education and partnerships in luring startups and their workforces.

What are the most exciting trends in financial technology today, and which startups are poised to win?

Meet the 10 early-career financial planners who won this inaugural award.

This case study will detail how UBS Wealth Management successfully introduced social media to their advisors globally.

 Join Ryan Clare, Head of Corporate Change Management and Digital Transformation Lead at Jefferies, and John Almeida,  Global Head of Wealth and Asset Management at ServiceNow, to learn how asset managers can elevate client services with timely and correct trade settlements, real-time trade status updates, and connected employees.