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Home > Technology > marcus evans to Host the 2nd Edition Digital Transformation in Wealth Management Conference on September 24-26, 2018 in San Francisco

marcus evans to Host the 2nd Edition Digital Transformation in Wealth Management Conference on September 24-26, 2018 in San Francisco

Published by Gbaf News

Posted on May 5, 2018

3 min read

Last updated: January 21, 2026

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marcus evans will host the 2^ndEdition Digital Transformation in Wealth Management Conference on September 24-26, 2018 in San Francisco. This conference will provide wealth managers with practical tools for developing a consistent and firm-wide digital adoption strategy allowing them to expand their client base and offerings. Industry experts will assess the best practices for leveraging and scaling robo-advice alongside traditional advice and how Artificial Intelligence (AI) and new digital capabilities can enhance financial planning and client onboarding processes.

Learn From Key Practical Case Studies:

Charles Schwab will discuss where the wealth management industry is heading
Invesco will assess the best practices for promoting a culture shift in wealth management
BMO Financial Group will examine methodologies for improving client onboarding
AgentRisk will explore where AI is bringing the most value to wealth managers
CUSO Financial Services will evaluate practices for leveraging robo advice alongside traditional models

Key Speakers Include:

Tobin McDaniel, Senior Vice President, Digital Advice, Charles Schwab
Donie Lochan, Managing Director, Chief Technology Officer, Global Head of Technology, Invesco
John Olerio, Senior Vice President, Director, Investment Services, Webster Investments
Jon Vlachogiannis, Founder,AgentRisk
Richard Keltner, Senior Vice President, Advisory Services,CUSO Financial Services

For more information, please visit:http://bit.ly/2JPDLbw or you can contact Amanda Pink at apink@global-fmi.com

marcusevans conferences annually produce over 2,000 high quality events designed to provide key strategic business information, best practice and networking opportunities for senior industry decision-makers.

marcus evans will host the 2^ndEdition Digital Transformation in Wealth Management Conference on September 24-26, 2018 in San Francisco. This conference will provide wealth managers with practical tools for developing a consistent and firm-wide digital adoption strategy allowing them to expand their client base and offerings. Industry experts will assess the best practices for leveraging and scaling robo-advice alongside traditional advice and how Artificial Intelligence (AI) and new digital capabilities can enhance financial planning and client onboarding processes.

Learn From Key Practical Case Studies:

Charles Schwab will discuss where the wealth management industry is heading
Invesco will assess the best practices for promoting a culture shift in wealth management
BMO Financial Group will examine methodologies for improving client onboarding
AgentRisk will explore where AI is bringing the most value to wealth managers
CUSO Financial Services will evaluate practices for leveraging robo advice alongside traditional models

Key Speakers Include:

Tobin McDaniel, Senior Vice President, Digital Advice, Charles Schwab
Donie Lochan, Managing Director, Chief Technology Officer, Global Head of Technology, Invesco
John Olerio, Senior Vice President, Director, Investment Services, Webster Investments
Jon Vlachogiannis, Founder,AgentRisk
Richard Keltner, Senior Vice President, Advisory Services,CUSO Financial Services

For more information, please visit:http://bit.ly/2JPDLbw or you can contact Amanda Pink at apink@global-fmi.com

marcusevans conferences annually produce over 2,000 high quality events designed to provide key strategic business information, best practice and networking opportunities for senior industry decision-makers.