Agenda

The confluence of wealth and technology is transforming the investment and asset management industry – from how we invest to how we connect with clients. Join us on November 24 to hear unique perspectives on how wealthtech can empower advisors and create game-changing opportunities and competitive advantage for firms.

Printable agenda available here

8:00 AM

Registration and Breakfast 

9:00 AM

Opening Remarks

9:05 AM

Session One: The Value of Integrating Behavioural Science and Technology

Wealthtech is delivering behavioural systems that enable advisors to develop deeper client relationships by bringing non-conscious factors to the level of consciousness. These behavourial systems extend into risk tolerance software, behavioural engagement software and CRM tools. Panelists will discuss how insights from behavioural science are being translated into digital tools that open doors for wealth management firms and their advisors to enhance client engagement and provide valuable differentiated advice and achieve better client outcomes.

Panelists: 

Brian Pasalich | Co-founder & Chief Executive Officer | Syntoniq, Inc.

 

Michael Tracey | Director, Behavioural Science | Scotiabank

Dean Flann | Director Salesforce Delivery | Deloitte

10:15 AM

Session Two: Can Technology Really Do What People Can Do? Streamlining Back-Office Solutions Through Technology

Insourcing, outsourcing, human capital and the introduction of technology all have a role to play in back-office operations. This panel of experts will discuss their experiences with each, and will break down the pros, the cons and factors firms should consider when making these critical decisions.

Moderator:

Jasmin Jabri | Managing Director, Investment Management | Investment Industry Association of Canada (IIAC)

Panelists: 

 

Darie Urbanky | President | CI Financial

Jamie Holland | Senior Vice President, Financial Markets | CGI

11:00 AM

Coffee Break

11:20 AM

Keynote: The Future of Advice and Investment – Trends That Will Impact How the Investment Industry Engages With its Clients

Recently the Wealth and Investment Management industry has seen profound shifts in investor attitudes and preferences leading to changes within the space across aspects such as hybrid distribution, revamped client and advisor experiences, modernized tools and technology, targeted product suit expansion among other dramatic changes. To be successful in this evolving industry, Wealth and Investment Management firms will need to re-evaluate their business strategy in how to be more customer-centric, rethinking products, services, and pricing models in order to remain competitive and win client share of wallet.

Keynote Speaker: 

Kendra Thompson | National Wealth and Investment Management Leader; Partner, Consulting | Deloitte

12:00 PM

Closing Remarks