Elizabeth Kelly, SVP of Growth at United Income from Capital One
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Elizabeth Kelly

SVP of Growth
United Income from Capital One

Check out the incredible speaker line-up to see who will be joining Elizabeth.

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Day Two – Wednesday, May 20 Strategies For Tomorrow’s Wealth Management Clients

Wednesday, May 20th, 2020

11:05 AM Keynote Panel - Robo-Advisory: A Close Look At Wealth Management’ Biggest (And Most Disruptive) Trend

Robo-advice may only be gaining a small share of assets of under management, but it has still caused a tremendous shift in client expectations. In this panel, industry experts and leaders such as Patrick Wilker from U.S. Bank and Michael Savino from M1 Finance will take a close at the impact that robo has had on wealth management and the ways it will continue to shape how advice is delivered. 
• Understanding the different approaches your organization can take when implementing robo-advice
• Getting your advisors on board with your robo strategy in order to ensure success
• Using robo to streamline client onboarding as well as monitor and report on portfolios
• Analyzing the future of robo-advice capabilities to keep pace