Wealth management firms are leveraging digital platforms to revolutionize the industry. Investments in new technology are enabling more efficient financial advisors & providing customers with an experience that rivals the most technology forward startups. By building & partnering to realize innovative demands, modular ecosystems are being built that deliver truly powerful solutions.
Join Capco, Plug&Playand senior executives from Morgan Stanley, Pershing, Ellevest, Blueprint Income & Legg Mason for an exciting conversation drawing upon our experiences & lessons learned from building successful digital wealth management solutions that are fueling the next wave of innovation.
Come learn, network & do business at this exclusive event, with intelligent conversation followed by drinks & hors d'oeuvres.
Current Panel Participants:
Eric Lordi, Managing Director at Morgan Stanley
Charlie Kroll, Co-Founder/President, Ellevest
Lauren Minches, VP Product/Marketing, Blueprint Income
Tim Foley, Head of Product Development, Pershing
Roger Paradiso, Head of Alternate Distribution Strategies, Legg Mason
Moderated by: Capco Digital