Celent Roundtable | Wealth and Asset Management (WAM) 2020: Technology Strategies to Win

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15 November 2017
2:00 p.m. EST; New York, NY, United States

Building on the success of past Celent Roundtables, we are pleased to bring our next Financial Markets Roundtable to New York on November 15th, 2017. This exclusive event will allow senior leaders from leading financial investment firms and technology vendors to discuss the latest trends, developments, technology innovations and disruption in financial and investment markets.

This three-hour interactive session is Celent-led but includes peer-to-peer discussions between executives at industry financial institutions, facilitated by Celent analysts and supported by Celent research. Areas to be covered in the discussion include:

  • How fintech, the cloud and an ultra-efficient front-to-back investment life cycle is critical for asset managers to stay top-line competitive
  • What new technologies are driving industry change in wealth management– AI and machine learning, NLP/NLG
  • How cloud deployment is impacting sell side delivery models and buy side adoption of trading technology in the cloud
  • Top overall trends and their effect on capital markets, wealth management and asset management operations and technology

To view the event website, please click HERE. If you are interested in registering for this event, please contact Andrew Renzella at or Will Davidian at

Event details

Capital Markets, Wealth Management
Geographic Focus
North America
Briefing / Round table