Innovative approaches to client service | | Get an exclusive opportunity to interact with the full wealth management ecosystem as they examine behavioral finance, ESG, other emerging client opportunities and the technology driving them.
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Register and claim your virtual ticket to INVEST CONNECT for only $50. Use promo code: WEALTHTECH to claim your exclusive offer today. | Register now → | | REGISTER NOW |
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In this session, explore what behavioral finance is and its importance, find out the three biggest drivers of client behavior and discover technology to help you influence better investment decisions |
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| Lindsey Bell | | | Chief Investment Officer
Ally |
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In this session, our experts will discuss all the aspects of the role of technology in bringing ESG into the wealth management sector, from regulatory and reporting processes to client engagement. |
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| Chady AlAhmar | | | | Chief Executive Officer, Wealth Management
Old National Bancorp |
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| Markus Lammer | | | Chief Operating Officer of the Ultra-High Net Worth (UHNW)
Credit Suisse |
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