The World’s Leading Wealth Management Conference

Digital Wealth is a two-day forum of action-packed takeaways, detailed use-cases and networking 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 use emerging technologies to help better serve high net worth and retail clients.

This is THE meeting place to benchmark against the best of the best in wealth management digital transformation.

“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, UNION Bank & Trust

Your Visionaries. Our 2020 Speakers

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Silvio Stroescu

President
BMO InvestorLine

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Scott Blandford

EVP, Chief Digital Officer
TIAA

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Ainslie Simmonds

EVP, Head of Technology
PIMCO

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Koley Corte

SVP and Global Head of Business Transformation
AllianceBernstein

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George Marootian

EVP, Head of Technology
Natixis Global Asset Management

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Joe Nadreau

Managing Director, Innovation & Business Strategy
Wells Fargo Advisors

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Kerry Sette

Vice President, Head of Consumer Insights & Research
Voya Financial

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Tricia Haskins

VP, DIgital Strategy & Platform Consulting
Fidelity Investments

Agenda At A Glance

Day One:
May 19

  • Evolving Your Company Culture To Reach Your Digital Innovation Goals
  • Forecasting The Future Of Wealth Management
  • Integrating Marketing Disciplines And Technology Across The Customer Journey
  • Enabling Digital Transformation - Getting Tech And Strategy Talking
  • Integrating Legacy Infrastructure With Emerging Technologies
  • Implementing Digital Platforms That Enhance The Account Manager And Client Relationship
  • Next Generation Clients: The Growth Opportunity And How The New Landscape of Fintech Can Help
  • Creating A Digital Experience That Supports Your Employees And Improves Their Client Relationships
  • The Future Of The Client Onboarding Experience

Day Two:
May 20

  • Understanding The Evolution Of Client Acquisition In The Digital Age
  • Breaking Down Digital Wealth - Mapping Out A Transformational Strategy For The Future
  • Examining The Complexity Of Financial Planning In A Connected World
  • Robo-Advisory: A Close Look At Wealth Management’ Biggest (And Most Disruptive) Trend
  • Ensuring Quality At The Source To Improve The Client Experience
  • Using Data To Inform Personalized Messaging
  • Using AI To Support And Empower Your Advisor
  • Beyond Chatbots: How AI Will Transform Every Aspect of Wealth Management
  • Showing The Value Of Your Mobile App To Increase Client Engagement And Retention

Inspiration & Innovation. Only at Digital Wealth

50+ Leading Wealth Management Speakers

Visionaries and trailblazers who are revolutionizing wealth management make up our speaking faculty, with over 50% coming from senior management. With content that deep dives into topics such as advisory models, emerging tech, client acquisition, seamless onboarding, personalization, and data management – you’ll walk away with pages of actionable strategies delivered by practitioners that are doing the work.

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The Most Interactive Wealth Management Event, Ever

Benefit from tons of interactivity with over 10 hours of discussion groups, creative think-tanks, round-tables, and a whole lot of fun while getting business done over two days. This is your opportunity to build your network and speak “off-the-record” with peers who share your interests and understand your frustrations. Arrive as an attendee and leave as part of the Digital Wealth community.

A Luxury Conference Experience

You’re a VIP, and should be treated like one! That’s why Digital Wealth is held at a luxury resort. Meet 300 of your peers during our two day retreat in Florida. You’ll have quality conversations, make deep connections, and even enjoy yourself at the beautiful Ritz Carlton in Fort Lauderdale, FL. Get out of the city for immersive learning and unparalleled networking opportunities at this truly unique event.

A One of a Kind Community

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Bringing Together The Best In Digital Wealth Management

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“An amazing opportunity to learn, unlearn, and most importantly, network. Cannot wait for the next one.”

Arielle Schwartz, VP, Digital Planning & Advice, Fidelity Investments

The Digital Wealth Difference

See how Digital Wealth compares to other industry conferences.

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Other Wealth Management Conferneces

50+ Interactive Sessions

Targeted HNW Content

6+ Months of industry research with wealth and asset management executives like you

Built with our pain points in mind

Held at a luxury resort

80% Peer-led speaker faculty (no elevator pitches)

Curated, interactive learning every day

More Sessions, More Variety, More Fun!

Connect and learn even faster at our onsite events. Every year, we curate new experiences at the event to enhance relationships and spark innovation outside of the session room.

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#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.

See you at The Ritz!

1 North Fort Lauderdale Beach Boulevard
Fort Lauderdale, FL 33304

Tickets & Registration

Digital Wealth sells out each year, but you can secure your tickets online here

  • Full access to the 2-day event, including your choice of workshops and working groups
  • Access to variety of unique and actually fun networking formats
  • Access to the Solutions Zone featuring the hottest new tech & software
  • Join evening receptions and networking breaks with your peers
  • All meals during the event including coffee and snacks