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

Will ORielly

SVP, Director, Investment Consulting Group

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

Download The Latest Agenda

Day 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