Patrick Wilker

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

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