Celent Roundtable | Next Generation Wealth Management: Technology Transforming Front to Back Investment and Advisory (Invitation Only)

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29 January 2020 08:30 - 11:30 EST (13:30 GMT, 14:30 CET)


Celent is pleased to bring our next installment of Celent’s Roundtable Series to Toronto on January 29, 2020

This exclusive, invitation-only event will allow senior leaders from leading financial firms to discuss the latest trends, developments and innovations related to Wealth Management.

This three hour interactive session is Celent-lead but includes peer-to-peer discussions between executives at financial institutions. Facilitated by Celent analysts and supplemented by Celent research the discussion will encompass a number of areas including:

· Vision 2020: Top Trends in Wealth Management

· RPA in Wealth Management: Promise and Peril

· Exploring AI Trends in Wealth Management


08:30 AM - 09:00 AM: Welcome Breakfast & Opening Remarks, Will Trout

09:00 AM - 09:50 AM: Vision 2020 - Top Trends in Wealth Management, Will Trout

09:50 AM - 10:00 AM: Break

10:00 AM - 10:40 AM: RPA in Wealth Management - Promise and Peril, Neil Sheehan

10:40 AM - 11:20 AM: Exploring AI Trends in Wealth Management, Awaad Aamir



The exclusive invitation-only event is part of a series of targeted roundtables offered by Celent's Wealth Management Practice. Building on Celent’s position as a thought leader, these private, closed-door sessions provide a confidential environment to allow participants to engage openly. Sessions are limited to senior industry representatives from select organisations and are not open to the media.

Pre-registration is required. Please register Here. After registration, an event confirmation invite with location details will be sent shortly.

Location: 120 Bremner Blvd, Toronto, ON M5J 0A1

For questions, contact Awaad Aamir at

Event details

Wealth Management
Geographic Focus
EMEA, North America
Briefing / Round table