Digital Wealth

Tackle Your Most Pressing Digital Challenges

The Digital Wealth conference brings together over 150 senior digital, tech, marketing, and innovation executives from asset and wealth management firms. With in-depth presentations, interactive sessions, and tons of networking, you’ll not only learn from digital innovators but make valuable new connections along the way.


Walk Away with Actionable Insights

01

AR/VR
Discuss actual use cases for AR and VR in an advisory environment.

02

AI/ Chatbots/Voice Assist/NLP/ Blockchain/Emerging Tech
How advisory firms can use emerging tech in both back of the house as well as in client facing environments.

03

Robo Advisory & Distribution Methods
Identify the best robo model and decide whether to invest or exit.

04

Data/Privacy/Fraud
Understand who has your data and how you can get better use it to offer clients the best products and services. Mitigate fraud and security concerns with data.

05

Intersection of Human and Digital Service
Find the right balance between automation and human interaction to better serve your clients

06

The Reinvention of the Sales Model
Using technology to support your sales function.

07

Understanding the Changing Wealth Client
As the industry evolves, and demographics for wealth clients shift, ensure you are adapting to meet their expectations.

08

The Future of Today’s Advisor
The way that advisors are interacting with their customers is changing, and this is being fueled by digital transformation.


There’s Nothing Else Like It

This is the ONLY forum bringing together wealth and asset managers to discuss digital transformation and emerging technologies that help better serve your retail and high net worth clients. Come together with leaders in technology, digital wealth, product, advisor solutions and more to discuss how to become a customer-centric organization.


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.


#DigitalWealth

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.