Thomas Kelly
Managing Director, Global Head of Digital
Legg Mason
Check out the incredible speaker line-up to see who will be joining Thomas.
Download The Latest AgendaDay One – Tuesday, May 19 Shaping Consistent And Seamless Digital Experiences
Tuesday, May 19th, 2020
3:55 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
Day Two – Wednesday, May 20 Strategies For Tomorrow’s Wealth Management Clients
Wednesday, May 20th, 2020
2:35 PM Panel Discussion Remix - Leveraging Data To Drive Optimized Client Experiences
Client data is the foundation to build optimal wealth management experiences for clients, but organizations are challenged with understanding best practices and strategies for leveraging it. This panel of innovative wealth leaders will show you how to tackle this challenge in order to shape experiences that meet your client expectations.
- Identifying best practices for mining data that will power predictive analytics
- Leveraging first and third party data to better understand your client’s expectations and needs
- Using client data to inform your advisors and help strengthen their client relationships