Wealth Trends and Technology in 2023

Wealth Trends and Technology in 2023

February 1, 2023
11:00 am
CT  /
12:00 pm
ET

The wealth management industry in the United States is facing a number of significant trends and challenges, as a confluence of forces converge on the industry. During this webinar, we'll have a panel discussion on the below topics and trends that we plan to see in Wealth Management and Technology during 2023: 

> The increasing use of technology and automation, including the use of prospecting tools such as Introhive, but also robo advisors like those offered by Betterment and Wealthfront.

> The Growth of Impacting Investment (also known as ESG) - many investors are seeking out investments that not only provide financial returns, but also have a positive impact on society and the environment.

> Regulation - the wealth management industry is also facing increasing regulatory scrutiny and requirements, particularly in the wake of the 2008 financial crisis. This includes the implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act and the establishment of the Consumer Financial Protection Bureau (CFPB), which aims to protect consumers from financial fraud and abuse.

> Finally, the wealth management industry is experiencing significant market volatility, particularly in the wake of the COVID-19 pandemic. This has led to a focus on risk management and the use of diversification and other strategies to mitigate the impact of market fluctuations on investment portfolios.

About OpenFin

Move Fast. Break Nothing. OpenFin is The Operating System of Enterprise Productivity, enabling app distribution, workspace management and workflow automation.  Within finance, the number of firms utilizing OpenFin technology has grown from 2,400 to 3,800 since the launch of Workspace in May 2021. Today, OpenFin is used by 90% of global financial institutions, including banks, buy-side and sell-side firms, and the global vendor community. OpenFin investors include Bain Capital Ventures, Barclays, CME Ventures, DRW Venture Capital, HSBC, ING Ventures, J.P. Morgan, NYCA Partners, Pivot Investment Partners, Standard Chartered, and Wells Fargo Strategic Capital among others. The company is based in New York with an office in London and a presence in Hong Kong and Singapore.

What you'll Learn

  • Drivers Affecting the Industry: regulation, competition, technology, digitization, indexation (passive investing), new asset classes (eg crypto), market volatility, ESG and impact investing

  • Technologies Driving Innovation in the Industry: AI and ML, robo advisory, desktop technology, and cloud computing

  • How Incumbent Firms Responding to the Changing Environment: digitization and transformation, focus on financial advisor workflow and productivity

  • Principal Challenges and Strategies to Implement New Technologies in a Large Wealth Management Firm: overcoming legacy, integrating new technology with old, integrating across CRM, Wealth Management, Portfolio Management, Privacy Rules, Adhering to Existing and New Regulations, and Use of Mobile Technology

This webinar is presented by:

February 1, 2023
11:00 am
CT /
12:00 pm
ET

Hi there,

You are invited to a Zoom webinar.
When: Feb 1, 2023 11:00 AM Central Time (US and Canada)
Topic: Wealth Management Trends and Technology in 2023

Please click the link below to join the webinar:
https://experoinc.zoom.us/j/92575451043?pwd=RDEzVnZIT2N5MW90M3hiQ1A2c0Jzdz09
Passcode: 312686
Or One tap mobile :
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Or Telephone:
   Dial(for higher quality, dial a number based on your current location):
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Webinar ID: 925 7545 1043
   International numbers available: https://experoinc.zoom.us/u/acLTQnhZps

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Add to Calendar Feb 1, 2023 11:00 AM Feb 1, 2023 12:00 PM America/Chicago Expero Online Seminar: Wealth Trends and Technology in 2023 Hi there, You are invited to a Zoom webinar. When: Feb 1, 2023 11:00 AM Central Time (US and Canada) Topic: Wealth Trends and Technology in 2023 Please click the link below to join the webinar: https://experoinc.zoom.us/j/92575451043?pwd=RDEzVnZIT2N5MW90M3hiQ1A2c0Jzdz09 Meeting ID: 92575451043 Passcode: 312686 Or iPhone one-tap : US: +16699006833,,92575451043# or +16468769923,,92575451043# Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1 669 900 6833 or +1 646 876 9923 Webinar ID: 92575451043 International numbers available: https://zoom.us/u/acsMb87P67 Online Organizer sales@experoinc.com false 11/01/2017 aQLrFIbcEzIdjnmocmhs26086
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February 1, 2023 11:00 AM
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February 1, 2023
11:00 am
CT /
12:00 pm
ET

Hi there,

You are invited to a Zoom webinar.
When: Feb 1, 2023 11:00 AM Central Time (US and Canada)
Topic: Wealth Management Trends and Technology in 2023

Please click the link below to join the webinar:
https://experoinc.zoom.us/j/92575451043?pwd=RDEzVnZIT2N5MW90M3hiQ1A2c0Jzdz09
Passcode: 312686
Or One tap mobile :
   US: +13462487799,,92575451043#  or +16694449171,,92575451043#
Or Telephone:
   Dial(for higher quality, dial a number based on your current location):
       US: +1 346 248 7799  or +1 669 444 9171  or +1 669 900 6833  or +1 719 359 4580  or +1 253 205 0468  or +1 253 215 8782  or +1 309 205 3325  or +1 312 626 6799  or +1 360 209 5623  or +1 386 347 5053  or +1 507 473 4847  or +1 564 217 2000  or +1 646 876 9923  or +1 646 931 3860  or +1 689 278 1000  or +1 301 715 8592  or +1 305 224 1968
Webinar ID: 925 7545 1043
   International numbers available: https://experoinc.zoom.us/u/acLTQnhZps

Add to Calendar
Add to Calendar Feb 1, 2023 11:00 AM Feb 1, 2023 12:00 PM America/Chicago Expero Online Seminar: Wealth Trends and Technology in 2023 Hi there, You are invited to a Zoom webinar. When: Feb 1, 2023 11:00 AM Central Time (US and Canada) Topic: Wealth Trends and Technology in 2023 Please click the link below to join the webinar: https://experoinc.zoom.us/j/92575451043?pwd=RDEzVnZIT2N5MW90M3hiQ1A2c0Jzdz09 Meeting ID: 92575451043 Passcode: 312686 Or iPhone one-tap : US: +16699006833,,92575451043# or +16468769923,,92575451043# Or Telephone: Dial(for higher quality, dial a number based on your current location): US: +1 669 900 6833 or +1 646 876 9923 Webinar ID: 92575451043 International numbers available: https://zoom.us/u/acsMb87P67 Online Organizer sales@experoinc.com false 11/01/2017 aQLrFIbcEzIdjnmocmhs26086
To access this event, it must be added to your calendar.
February 1, 2023 11:00 AM
(Central Time)
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