Celent Roundtable | Next Generation Wealth Management: Technology Transforming Front to Back Investment and Advisory (Invitation Only)
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
- Will Trout, Head of Wealth Management, Celent
- Neil Sheehan, Analyst, Celent
- Awaad Aamir, Analyst, Celent
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 firstname.lastname@example.org