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The Leading Digital Wealth Conference
At Digital Wealth, you’ll get actionable strategies, detailed use cases, and solutions to your most pressing challenges. This is THE meeting place to benchmark against the best of the best in wealth management digital transformation.
Digital Wealth is a two day forum of action-packed takeaways, networking and connections with the top minds in wealth and asset management. You will explore how the most innovative wealth management firms, broker dealers, RIAs, robos and more are use emerging technologies that help better serve high net worth and retail clients. Rethink, retool and reimagine your digital assets to succeed in today’s market.
Everyone is eager to share with and learn from each other; there’s a real sense of community here that you don’t find at other events. I feel very inspired!
Kevin Carty, VP - Wealth Management Digital Strategy
An amazing opportunity to learn, unlearn, and most importantly, network. Cannot wait for the next one.
Arielle Schwartz, VP, Digital Planning & Advice
Digital Wealth is not just an event...it's a community where I'm challenged to think better, do better.
Carrie Wenjing Xu, Research Economist
Your Innovative & Inspiring 2019 Speakers
Chief Product Officer
The Robo Perspective: Innovative Digital Experiences That Resonate
Private Advisor Group
Online Marketing Campaigns That Attract New Clients
SVP, Director, Investment Consulting Group
How To Transform Your Digital Strategy
SVP, Head of Digital Investment Advice
Northern Trust Asset Management
Managing The Transition of Wealth Across Generations
MD & Head of Digital Wealth Management
Bank of America Merrill Lynch
Integrating Customer Experiences
Senior Vice President – Head of Digital Client Experience Systems
Brown Brothers Harriman
Choosing The Optimal Platform
SVP, Head of Wealth Management - Mass Market Investments
Wells U.S. Bank
Managing Director, Head of Digital - Self Directed Investing
Using Data To Help Customers Make Better Financial Decisions
Sponsor Digital Wealth
Want to get your products and services in front of this audience? Our sponsorship packages come in in many shapes and sizes. We’ll customize your experience and help you choose the option that’s right for you and your business. Our end goal is to put your brand in the spotlight and above your competition.Learn More About Opportunities
Inspiration & Innovation. Only at Digital Wealth
The Only Event Focusing On High Net Worth Clients
Receive high-net-worth insight, that makes a big impact. Our content is created through hundreds of research hours with executives just like you. Based on your feedback, the Digital Wealth agenda is narrowly focused on high-net-worth clients whose needs are more complex, making this a one-of-a-kind event. This is a unique opportunity to gain the insights you need to provide your clients with the well-tailored experiences they want, and to ensure that you remain competitive in an evolving landscape.
Learn From Those Leading The Way
Get actionable insights to transform your wealth management experiences. Our agenda is 100% focused on your biggest challenges and opportunities. You’ll hear from the trendsetters, visionaries and trailblazers that are revolutionizing the wealth management industry. With content that deep dives into topics such as emerging technology, client acquisition, seamless onboarding, personalization, and cultural innovation – you’ll walk away with pages of strategies delivered by leading executives that are in the trenches, doing the work.
The Most Interactive Wealth Management Event, Ever
Build connections like never before. Benefit from tons of interactivity with over 10 hours of discussion groups, creative think-tanks, roundtables, and structured networking activities every day. This is your opportunity to develop relationships, make new contacts and speak “off-the-record” with your peers.
The Digital Wealth Difference
See how Digital Wealth compares to other industry conferences.
Walk Away with Actionable Insights
Popular Sessions Included
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
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
Who said conferences can't be fun? We’re known in the industry for awesome experiences you can’t get anywhere else. You’ll come as an attendee, and leave as part of a community.