Digital Wealth

Fort Lauderdale, FL
May 14-15, 2019

WealthTech Club partners Digital Wealth.

Digital Wealth is the only forum bringing together wealth and asset managers to discuss digital transformation and emerging technologies that help better serve your high net worth clients. Get meaningful insights and use cases from some of the most innovative wealth and asset management firms on how they’re tackling digital transformation. Ask your most pressing questions during interactive sessions, and make valuable connections along the way.

Strategies From The Industry’s Most Innovative Leaders

The Digital Wealth program is built around speakers who are leading their companies into the digital future of wealth management. Hear from more than 30 executives such as:

  • Chief Product Officer of Ellevest on Creating Client Centric Digital Experiences that Resonate
  • SVP, Marketing Strategy & Tech at Franklin Templeton Investments on Build Versus Buy: Getting The Most ROI From Your Technology
  • SVP, Director, Investment Consulting Group at SunTrust Bank on Creating A Robo-Advisory Strategy That Retains HNW Clients
  • CMO of Private Advisors Group on Successful Online Marketing To Attract New Clients

As a valued member, WealthTech Club has secured an amazing discount for you to attend. Just use code DW19WT to get 25% off your ticket*. Hurry, seats are limited! Register here.

Visit the site.

Agenda Designed for Interaction

Digital Wealth is designed so you can meet and interact with your peers. No more “death by Powerpoint” – you’ll actually be part of the conversation. Interactive sessions include:

  • Day 1: Tuesday, May 14
    • Keynote Remix: The Robo Perspective
    • Keynote Debate: Build Versus Buy
    • Track A: Technology And Internal Support To Drive Innovation
    • Track B: Client Acquisition And Onboarding
    • Keynote: Asset Management Town Hall
    • Interactive Track for Wealth Management
    • C-Level Boardroom for Wealth Executives
    • Social Channels Roundtable
    • Welcome Reception For All Attendees
  • Day 2: Wednesday, May 15
    • Women in Wealth Breakfast
    • Track A: Customer Retention
    • Track B: Emerging Tech & Mobile For Digital Wealth
    • Keynote Fireside Chat: AI Transformation
    • Live Audience Q&A Panel
    • Wealth Tech Roundtables
    • Interactive Track for Wealth Management
    • Data Safety Roundtable
    • Wealth Wrap-up

Get the agenda here for more information on speakers, sessions, hotel, and more! And don’t forget to use code DW19WT to get 25% off your ticket*. Register here.

*discount does not apply to solution providers