Day One – Tuesday, May 19 Shaping Consistent And Seamless Digital Experiences

7:30 am - 8:30 am Registration and Networking Breakfast

8:30 am - 8:40 am Welcome Remarks & Ice Breaker

Olga Rodriguez, Program Director at Digital Wealth

Olga Rodriguez

Program Director
Digital Wealth

8:40 am - 8:55 am Chairperson’s Opening Remarks

8:55 am - 9:15 am Keynote Fireside Chat - Evolving Your Company Culture To Reach Your Digital Innovation Goals

Successful digital transformation is an enterprise-wide endeavor that will impact your entire organization, and thinking “digital-first” requires a change. Scott Boyarsky, Fidelity Investments’ SVP of Digital Experience Platforms, has strategic and operational oversight of Fidelity’s flagship digital platforms. He joins Digital Wealth 2020 to talk about the role that company culture plays in building innovative, revenue generating digital products. He'll cover topics such as:
• Communicating the value of changing to a digital-first culture 
• Articulating a well-defined implementation plan for the organization
• Setting expectations at every level of the organization in order to transform efficiently 
• Evangelizing the importance of digital innovation throughout the organization to ensure its success

Scott Boyarsky, SVP, Digital Experience Platforms at Fidelity Investments

Scott Boyarsky

SVP, Digital Experience Platforms
Fidelity Investments

Emerging technologies and changing client expectations have had a tremendous impact on the way that wealth management services are delivered. The adoption of these technologies and the industry’s ability to be more customer centric will continue to shape the direction of the industry. Industry leaders such as Patrick Wilker, Andrew Altfest, and Frank Filippis will take a close look at the future of wealth management so you can be prepared for what’s next. We’ll talk about:
• Understanding current and future wealth management trends
• Introducing AI into your organization’s roadmap for digital innovation
• Adopting automation solutions that will lead to a hybrid model for delivering wealth management advice 
• Leveraging data to become customer-centric and engage with your client through their entire life-cycle 
• Taking a close look at where you are in your digital transformation to ensure that you’re keeping pace and meeting client expectations

Patrick Wilker, SVP, Head of Wealth Management - Emerging Wealth at U.S. Bank

Patrick Wilker

SVP, Head of Wealth Management - Emerging Wealth
U.S. Bank

Andrew Altfest, President and Principal Advisor at Altfest Wealth Management

Andrew Altfest

President and Principal Advisor
Altfest Wealth Management

Frank Filippis

Head Of Asset Management Technology
Rockefeller Capital Management

Andrew Besheer, Head of North America at Appway

Andrew Besheer

Head of North America
Appway

9:45 am - 10:10 am Keynote Presentation - #PlayToWin: Leadership Fortitude for Digital Transformation

The most important word in Digital Transformation is not digital. Silvio Stroescu, President for BMO’s InvestorLine, shows you how to activate digital leadership mind-sets to transform an incumbent business model.  He’ll guide you through the process of transitioning from a project mind-set to ‘Always ON’ and how this shift impacts the evolution of client journeys. 
Silvio Stroescu, President at BMO InvestorLine

Silvio Stroescu

President
BMO InvestorLine

10:10 am - 10:55 am Donut Shop! Morning Networking Break

10:55 am - 11:20 am Keynote Presentation - Integrating Marketing Disciplines And Technology Across The Customer Journey

Customer expectations are changing and the wealth management industry must change along with it. Bringing together existing marketing strategies and emerging technologies can seem overwhelming, but it’s a must. Jay Wightman and Thomas Pening, both experts in their fields and thought leaders at John Hancock, will guide you through this process. You’ll leave this session with takeaways that will help you guide your company forward. 
Jay Wightman, Head of Digital Experience at John Hancock Investment Management

Jay Wightman

Head of Digital Experience
John Hancock Investment Management

Thomas Pening, Head of Marketing Intelligence & Technology at John Hancock Investment Management

Thomas Pening

Head of Marketing Intelligence & Technology
John Hancock Investment Management

Digital transformation projects often experience roadblocks due to a lack of collaboration between different groups within wealth management firms. Industry leaders, such as Kunal Vaed from J.P. Morgan and Scott Blandford from TIAA, will discuss how to bring together stake holders from business and technology lines of your firm in order to move the needle on your digital transformation.
• Recognizing that technology is not just an enabler of your business and making  it a central part of your digital strategy
• Framing digital as a business strategy, not just an IT one, in order to innovate effectively and remain relevant 
• Understanding how digital can impact every stage of the wealth management journey

Kunal Vaed, Managing Director, Head of Digital - Self Directed Investing at JPMorgan

Kunal Vaed

Managing Director, Head of Digital - Self Directed Investing
JPMorgan

Jin Chung, VP, Digital Strategy & Marketing at Eaton Vance

Jin Chung

VP, Digital Strategy & Marketing
Eaton Vance

Scott Blandford, Executive Vice President, Chief Digital Officer at TIAA

Scott Blandford

Executive Vice President, Chief Digital Officer
TIAA

Henry Detering, Managing Director, Global Marketing at Lazard Asset Management

Henry Detering

Managing Director, Global Marketing
Lazard Asset Management

11:50 am - 12:20 pm Keynote Panel - Multi-Family Offices & Ultra High Net Worth Practices: Overcoming The Challenges Of Going Up Market

Engaging with HNW and Mass Affluent clients has relied on solutions that “one-size fits all”, a digital experience that much more complex UHNW and Family Office client will consider very inadequate. These “up market” clients want a wealth management approach is deeper and richer, more dynamic and interactive. How do you enable clients with the tools required, when their needs are so unique and they cannot be offered the same apps and solutions as mass affluent clients? This keynote panel of experts will tackle the challenges facing you firm, as it seeks to develop service and digital platforms for your institutional and UHNW clients.  Creating true competitive distinction for yourself, while delivering the kind of service, the ultra-rich need and expect.
·         Incorporating a new business model while providing your clients with continuous process improvement and innovation
·         Understanding how data aggregation, and the ability to access, analyze, manipulate, consolidate, and report on data from multiple sources affect the client relationship
·         Using digital tools that enable everyone in your organization – from the advisors to the CIO – in order to meet client needs effectively
·         Supporting more alternative assets, such as Hedge Funds, Private Equity, Real Estate, and Direct Debt.
Rod Sayegh, Head of Digital Strategy at Fiduciary Trust Company International

Rod Sayegh

Head of Digital Strategy
Fiduciary Trust Company International

Brian Shapiro, Chief Strategy Officer at Private Client Resources

Brian Shapiro

Chief Strategy Officer
Private Client Resources

12:20 pm - 12:45 pm Special Out Of Industry/Guest Speaker Keynote Presentation

Hear from a digital leader from a retail or travel company! They’ll be talking about evolving consumer trends and how to apply them to the wealth management industry.

12:45 pm - 1:45 pm Lunch For All Attendees

12:45 pm - 1:45 pm Private Lunch

Concurrent Sessions


Track A – Enabling Digital Experiences

1:45 pm - 1:55 pm Chairperson’s Opening Remarks

Track B – Enhancing Client Engagement Strategies

1:45 pm - 1:55 pm Chairperson’s Opening Remarks

Interactive Track

1:45 pm - 2:25 pm Digital Wealth Tech Workshops
Led by a member of our carefully curated speaker faculty, the Digital Wealth Tech Hub Workshops will give you the insights you need to implement innovate technology. 

1:55 pm - 2:20 pm Solo Presentation - Integrating Legacy Infrastructure With Emerging Technologies

Legacy infrastructure is, in most cases, the first obstacle that comes to the minds of wealth executives looking to innovate. Rod Sayegh joined Fiduciary Trust to lead the company’s digital transformation. With no one incumbent in his position, he has firsthand experience in reorganizing teams and overhauling existing infrastructure. Some of the things he’ll talk about are: 
• Understanding the costs and resources needed to overhaul your current technology stack 
• Communicating with senior leadership what costs your future operating model requires
• Identifying how to deliver incremental value to gain senior leadership buy-in 

Rod Sayegh, Head of Digital Strategy at Fiduciary Trust Company International

Rod Sayegh

Head of Digital Strategy
Fiduciary Trust Company International

1:55 pm - 2:20 pm Co-Presentation - Implementing Digital Platforms That Enhance The Account Manager And Client Relationship

Ainslie Simmonds and Alison Congdon play significant roles in PIMCO’s digital strategy. Among the exciting digital initiatives they’ve spearheaded is PIMCO’s digital platform which take its consultative sales approach to the next level. Join us to learn about the role that digital plays in facilitating a collaborative relationship between account managers and their clients. 
Ainslie Simmonds, EVP, Head, U.S. Digital Client at PIMCO

Ainslie Simmonds

EVP, Head, U.S. Digital Client
PIMCO

Alison Congdon, SVP, Product Management at PIMCO

Alison Congdon

SVP, Product Management
PIMCO

1:15 pm - 2:40 pm Digital Wealth Tech Workshops

Led by a member of our carefully curated speaker faculty, the Digital Wealth Tech Hub Workshops will give you the insights you need to implement innovate technology. 

2:20 pm - 2:30 pm Innovation Spotlight

Join us at Digital Wealth to showcase how your innovative technology is guiding the wealth and asset management industry!

2:30 pm - 2:40 pm Innovation Spotlight

Join us at Digital Wealth to showcase how your innovative technology is guiding the wealth and asset management industry!

2:20 pm - 2:40 pm Client Case Study – Presented by Moxtra

Neal Siganporia, Solutions Evangelist at Moxtra

Neal Siganporia

Solutions Evangelist
Moxtra

2:20 pm - 4:10 pm Digital Wealth Tech Workshops

Led by a member of our carefully curated speaker faculty, the Digital Wealth Tech Hub Workshops will give you the insights you need to implement innovate technology. 

2:10 pm - 2:40 pm Solo Presentation - Balancing Security And Customer Experience While Innovating Digitally

Today’s wealth management clients want the convenience of digital tools, but digital innovation can allow for a greater opportunity for fraud and security concerns. Konstantin Vilk has over 15 years of senior leadership experience in many innovative areas such cyber security, information security, and artificial intelligence. He’ll take a deep dive into the challenges of trying to find the right balance between providing clients with the experiences they want, while keeping their data secure.
  • Enabling tailored services while mitigating the increase level of fraud risk
  • Implementing fraud solutions that will better serve clients
  • Using artificial intelligence and machine learning to combat financial fraud
  • Establishing security methods that enable digital innovation and keep you competitive
Konstantin Vilk, Head of Technology, Head of Cybersecurity at Portola Partners

Konstantin Vilk

Head of Technology, Head of Cybersecurity
Portola Partners

2:10 pm - 2:40 pm Solo Presentation - Next Generation Clients: The Growth Opportunity And How The New Landscape of Fintech Can Help

There is a significant opportunity for wealth managers and financial advisors to grow their businesses by serving a younger clientele. However the needs of the “millennial/Gen Z” clients are unique and different from previous generations. Why is there an opportunity, how must wealth managers evolve their service offering, and specifically how can new digital tools and emerging fintech platforms help capture this opportunity?
Dan Sachar, VP, Enterprise Innovation at Ladenburg Thalmann Financial Services

Dan Sachar

VP, Enterprise Innovation
Ladenburg Thalmann Financial Services

1:15 pm - 2:40 pm Digital Wealth Tech Workshops

Led by a member of our carefully curated speaker faculty, the Digital Wealth Tech Hub Workshops will give you the insights you need to implement innovate technology. 

3:05 pm - 3:55 pm Afternoon Networking Break

Track A Continued

3:55 pm - 4:25 pm Town Hall Panel Discussion - Creating A Digital Experience That Supports Your Employees And Improves Their Client Relationships
Our speakers Ilan Davidovici, Will Orielly, and Min Zhang understand that wealth management is a relationship based industry at its core. However, advisors still need to be able to focus on client relationship management, and use digital tools to support those efforts. How can you improve internal operations to help your advisors be more efficient and effective? This panel of industry leaders will talk about:
• Using technology to be efficient and streamline internal processes
• Educating your advisors on the technology that’s available to improve their client relationships
• Integrating technology that will streamline workflows and make better use of your advisor’s time
• Implementing digital tools that will enable financial advisors to be more productive and add value to the time they spend with their clients 
Ilan Davidovici, Client Experience Leader at Edward Jones

Ilan Davidovici

Client Experience Leader
Edward Jones

Will ORielly, SVP, Director, Investment Consulting Group at SunTrust

Will ORielly

SVP, Director, Investment Consulting Group
SunTrust

Thomas Kelly, Managing Director, Global Head of Digital at Legg Mason

Thomas Kelly

Managing Director, Global Head of Digital
Legg Mason

Track A Continued

4:25 pm - 4:35 pm Innovation Spotlight
Join us at Digital Wealth to showcase how your innovative technology is guiding the wealth and asset management industry!

Track A Continued

4:35 pm - 5:05 pm Solo Presentation Remix: Identifying The Ideal Digital Marketing Mix To Increase Brand Awareness And Meet Your ROI Goals
A lot of what goes into digital marketing can be quantified (e.g. the number of visitors to your website and number of conversions) but brand awareness and recognition cannot. There is no direct ROI related to brand awareness but money still needs to be spent on making sure you’re recognized for your services. Peter Lundgreen comes to Digital wealth 2020 to talk about what he’s done at Lundgreen’s Capital to utilize their social media presence, media appearances and contributions, and other digital marketing strategies to sell their digital wealth management products.
• Identifying your ROI goals to make the best use of your marketing budget 
• Understanding how brand awareness benefits your end goals 
• Identifying the digital marketing tools that will yield the best ROI 

Peter Lundgreen, CEO at Lundgreen Capital

Peter Lundgreen

CEO
Lundgreen Capital

Fintechs and robos that are not burdened by legacy infrastructure and security concerns have been able to make onboarding, a key part of wealth management, easy and efficient. In this session, Daniel Aguillon from Advisor Group and Eric Larkins from SunTrust will take a close look at the future of client onboarding and we’ll show you how you can evolve to keep pace.
• Understanding that onboarding begins with the first customer interaction and is a good opportunity for developing a strong client relationship
• Implementing a mobile app with onboarding utilities that will make the process quick and painless
• Creating an omnichannel onboarding process to meet the clients where they are
• Shaping an onboarding experience that is customer-centric and will increase retention and loyalty

Daniel Aguillon, VP, Digital Platforms at Advisor Group

Daniel Aguillon

VP, Digital Platforms
Advisor Group

Eric Larkins, SVP, Director Of Strategic Solutions at Suntrust Private WM, Suntrust (Now Truist)

Eric Larkins

SVP, Director Of Strategic Solutions
Suntrust Private WM, Suntrust (Now Truist)

Mike Balsam, VP Product Management Wealth Online and Mobile at Wells Fargo

Mike Balsam

VP Product Management Wealth Online and Mobile
Wells Fargo

Track B Continued

4:25 pm - 4:35 pm Innovation Spotlight
Join us at Digital Wealth to showcase how your innovative technology is guiding the wealth and asset management industry!

Track B Continued

4:35 pm - 5:05 pm Fireside Chat Remix - Implementing Technology That Will Simplify Your Advisors’ Experience
There are use cases available for using AI to enhance the client experience, but in this session we’ll shift the focus to better understand how emerging technologies can drive productivity and enhance advisors’ experience. Anish Shah and Priya Sajja, digital executives at BNY Mellon Wealth Management, will talk about: 
• Using technology to simplify advisors’ workflow and offer more services to clients 
• Implementing innovative technologies that will get advisors to shift their focus to financial planning
• Looking at technology as a way to invest in advisor productivity 
• Identifying the latest technology that will allow advisors to enhance their workflow 

Anish Shah, Head of Digital at BNY Mellon Wealth Management

Anish Shah

Head of Digital
BNY Mellon Wealth Management

Priya Sajja, VP of Product Management at BNY Mellon

Priya Sajja

VP of Product Management
BNY Mellon

Interactive Track Cont

3:55 pm - 4:25 pm Birds Of A Feather Roundtable - Using Digital Tools To Generate Leads For Your Advisors
These interactive roundtables will bring together wealth and asset management executives with similar challenges. They will have the opportunity to tackle their biggest technology hurdles and learn best practices from one another.

This session is only open to wealth and asset management executives.
Jin Chung, VP, Digital Strategy & Marketing at Eaton Vance

Jin Chung

VP, Digital Strategy & Marketing
Eaton Vance

Interactive Track Cont

4:00 pm - 4:50 pm Birds of A Feather - Identifying The Ideal Digital Marketing Mix To Increase Brand Awareness And Meet Your ROI Goals
These interactive roundtables will bring together wealth and asset management executives with similar challenges. They will have the opportunity to tackle their biggest technology hurdles and learn best practices from one another.

This session is only open to wealth and asset management executives.

5:05 pm - 6:05 pm Seabreeze and Palm Trees Cocktail Reception

6:05 pm - 6:05 pm End of Day One