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

marcus evans will host the 2nd Edition 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: or you can contact Amanda Pink at [email protected]

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.

Related Articles