Celent's 2017 Innovation and Insight Day: SOLD OUT

Boston, Massachusetts
Tuesday, April 04, 2017

Wealth and Asset Management (WAM) Program

11:15 a.m.
Registration

11:45 a.m.
Welcome Remarks
| Top Wealth Management IT and Business Trends - Mature, Emerging, Disruptors - a Top-down Essential View

David Easthope, Senior Vice President, Wealth & Asset Management, Celent

The wealth and asset management industry is in the midst of innovation and disruption; get the essential elements of change you should be aware of across business and technology trends.

11:55 a.m.
Vendors Navigate the Innovation Universe: Implications for Legacy Systems

Ashley Globerman, Analyst, Wealth & Asset Management

Check out new innovations from vendors that serve wealth managers. Listen to how wealth management firms have modernized legacy platforms to keep up with robo-advisors and to serve the millennial generation.

12:20 p.m.

Connections Made Simple Via Automated Advice: The Power of AI

Will Trout, Senior Analyst, Wealth & Asset Management

Machine learning enhancements are freeing the advisor from rote tasks. Explore the degree to which AI represents a logical next step in the development of automated advice, helping to scaled asset management functions and the thinking and reach of the human advisor

12:50 p.m.
The Expanding Horizon of AI in Wealth Management Technology: From Improving Customer Experience to Streamlining Risk and Compliance Operations


Kelley Byrnes, Analyst, Wealth & Asset Management
Arin Ray, Analyst, Securities & Investments

We are seeing interesting adoption of AI in several areas of the wealth management value chain beyond advice automation. Hear how wealth managers are using natural language processing and natural language generation technology to enhance their value and improve customer satisfaction, and AI tools to improve efficiencies in operational risk and compliance functions, such as KYC and AML.


1:15 p.m.

Networking Lunch


2:00 p.m.

Top Asset Management IT and Business Trends - Mature, Emerging, Disruptors - a Top-Down Essential View

David Easthope, Senior Vice President, Securities & Investments

Continuing from the morning session, now delving deeper into the investment side of the business, get the essential elements of change you should be aware of across business and technology trends.

2:10 p.m.
Where Wealth Management and Asset Management Merge - Family Offices, Robo-Advisors and High Frequency
Trading

William Trout, Senior Analyst, Wealth Management
James Wolstenholme, Senior Analyst, Wealth & Asset Management

Yes, Wealth Management Firms are implementing trading systems and dramatically upgrading portfolio construction, risk and analytic tools that were once only the purveyor of Asset Managers. And in turn Asset Managers are entering the digitization and distribution channels of the Wealth Managers. Wealth and Asset Management (WAM) meshes Demand with Supply - find out the synergies between WM and AM to win market share.

2:30 p.m.
The Buy-side Frontier of $100 Trillion Global Assets: Implications for Technology

James Wolstenholme, Senior Analyst, Wealth & Asset Management

There is over $100 trillion of global investable assets and growing. Hear how asset managers and asset owners can prosper in these markets utilizing analytics, automation and the latest technology distribution channels.

2:45 p.m.
New Dilemmas of the Buy-side Trader and How to Use Automation, Analytics and Algos to Your Advantage


Brad Bailey, Research Director, Securities & Investments

The buy side trading desk has become a critical part of the asset manager; to meet this need, asset management trading desks are loading up with analytics and technology to execute across an increasingly complex cross asset market structure. Check out the latest trends and opportunities.

3:00 p.m.
Master the Wave of Asset Management Technology - AI, Analytics, Big Data, Robotics, and other FinTech Disruptors

Moderator: David Easthope, Senior Vice President, Securities & Investments
Brad Bailey, Research Director, Securities & Investments
John Dwyer, Senior Analyst, Securities & Investments
Arin Ray, Analyst, Securities & Investments
James Wolstenholme, Senior Analyst, Wealth & Asset Management

A lively interactive panel discussion of the edge disruptors in WAM. Don't be caught unaware how these technologies could be game changers for how money will be invested and managed.

3:30 p.m.
Networking Break

4:00 p.m.
Afternoon Keynote Speaker

Join us for the afternoon keynote session, where we will continue to explore how banks are leveraging new innovation models.

5:00
p.m.
Closing Remarks

Craig Weber, CEO, Celent

5:15 p.m.
Cocktails and Networking


 

Contact Information

  • Phone: +1.617.262.3120

    For information on area hotels click here

Payment Instructions

  • Celent clients and the media can attend at no charge. Non-clients can attend for a registration fee of US$795. Non-sponsoring vendor firms are limited to two representatives. Registration will open for Celent Clients on December 1, 2016. Registration will open for the general public on December 15, 2016.

    Sampling of Registered Firms from Previous Years


    AIG

    AXA USA

    Banco Original

    Bank of America

    Capital One

    Che Banca!

    Citizens Bank

    CNA

    Coast Capital Savings Credit Union

    Community Choice Credit Union

    Credit Suisse

    EverBank

    FirstBank

    First Republic Bank

    Grupo Nacional Provincial

    Hanover Insurance

    The Hartford

    Homesite Insurance Group

    IBM

    IndusInd Bank

    Intel

    John Hancock

    Kemper Services Group

    Liberty Mutual Insurance

    Lincoln Financial Group

    Manulife

    Microsoft

    QBE

    Radius Bank

    RBC Royal Bank

    Republic Indemnity Company of America

    Safety Insurance

    Santander

    Savings Bank Life Insurance of Massachusetts

    ScotiaBank

    Sun Life Financial

    TD Bank

    Traveler's

    Webster Bank


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