Lily Li, VP of Private Bank Innovation at Citi
Citi Logo

Lily Li

VP of Private Bank Innovation

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

Download The Latest Agenda

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

Wednesday, May 20th, 2020

3:50 PM Solo Presentation - Using Machine Learning To Gain Actionable Insights That Improve Your Client Experience

Data is a key component of driving the success of your digital transformation initiatives, but the amount that wealth management firms have can be overwhelming. Organizations have to turn to machine learning in order to make all of this data actionable and to increase efficiencies within their business. In this session you’ll learn about:
• Using machine learning to analyze data based on client behavior 
• Using machine learning as the foundation to provide financial advice and strengthen your client relationships
• Revolutionizing how your clients interact with you by providing them with customized interactions fueled by actionable insights