Digital Transformation in Wealth Management

10 - 12 Feb 2020 Add To Calendar

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"Enhancing ROI in digital advice and products to deliver holistic customer experience"
Digitalization in wealth management is in full swing today and industry players need to integrate the latest technologies and innovations to stay ahead of the curve. This GFMI industry meeting will bring together industry leaders from the banking sector and Fintech to share and benchmark the latest innovations and strategies in digital wealth management. Attendees will examine how AI and other cognitive technologies can enrich their digital offerings. The participants will discuss how to make sure financial advisors are invested in digital transformation and utilization of digital tools. Different industry players will present how to digitalize the whole customer journey to enhance customer experiences and interaction. The future of digital transformation in wealth management will be debated to predict future customer needs and expectations.


  • Develop new techniques to foster a culture of digitalization across your firm
  • Hear examples of practical applications of AI and other cognitive technologies in wealth management
  • Learn new strategies to get financial advisors on board with new digital products and tools


9:00 AM - 5:00 PM (General)

Entry Fees

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4 Exhibitors Estimated Count

Category & Type

Banking & Finance
IT & Technology


10 - 12 Feb 2020 Interested
04 - 05 Feb 2019

Frequency Annual

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Marcus Evans UK

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User Community [ Users who have shown interest for this Event ]

GoingLinda Zilliox

Linda Zilliox

Linda Zilliox at VERMEG

New York, United States
Luke Krafka

Luke Krafka

Corporate/Personal Event and Entertainment at Halcyon Experiences

New York, United States
Alexandra Javier

Alexandra Javier

Senior Cybersecurity BA at NYU Tandon

New York, United States


Marketing Executive at Damco Solutions

Greater Noida, India
Aviad Stein

Aviad Stein

Global Head, Digital Strategy and Innovation at Broadridge Financial Solutions

New York, United States
Kamal Thakur

Kamal Thakur

Marketing at Damco Solutions

New Delhi, India
Michael Ling

Michael Ling

Investment Analyst at Michael Ling

New York, United States

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New York, USA

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