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Panelists: Deborah Waters, Global Head of Private Bank Operations and Technology, Citi; and Kraleigh Woodford, Managing Director Head of Digital Client Experience UBS WM USA.
July 10
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The business case for going digital.
July 10
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New financial products may be exciting for wealth managers — but one group of people isn't benefitting, warns Neesha Hathi, the chief digital officer for Charles Schwab.
July 10
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Don’t let this opportunity slip away, says Ilan Davidovici from Salesforce.
July 10
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From AI to ROI — Using artificial intelligence to grow client relationships
July 10
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The mobile microinvesting company offers five basic products because it wants to be known for helping customers manage saving and spending — and that's it, Noah Kerner said at In|Vest.
July 10
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Panelists: Ron Carson, Founder and CEO, Carson Group; Marthin De Beer, CEO, BrightPlan; Angela Pecoraro, CEO, Advicent; Eduardo Queen, Director of Digital Investing, Wells Fargo Advisors.
July 10
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Data about client behavior will drive better user experiences.
July 10
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People welcome help managing their money, and they don’t mind their own data being analyzed, as long as the result is easy-to-digest information and recommendations they can act upon, JPMorgan’s Kelli Keough said at the In|Vest conference.
July 10
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Beyond investing: Our opportunity to help customers more holistically
July 10
