Wealth management is in the midst of a digital revolution. One-to-one, product-driven advice is being displaced more and more by hybrid advice, which offers a blend of digital capabilities and access to advisors as needed. Accenture explored investors’ preferences for managing their wealth using digital tools and how this is changing the operating models for wealth management firms.

Salesforce has identified powerful technology solutions tailored for wealth managers to help deliver advice digitally, in addition to traditional methods, via the advisor relationship.

Join us to get fresh insights from Accenture's latest research and Salesforce’s new solutions to help you successfully navigate the changing landscape in wealth management and understand the future of investing.

Key Speakers

Kendra Thompson
Global Head of Wealth Management Accenture (Presenter)
Rohit Mahna
VP and GM of Financial Services Salesforce (Presenter)
David Adler
Wealth Management & Behavioral Finance Expert Financial Planning (Moderator)