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Our webinar will address the tactical next-steps each firm should consider when facing the unprecedented increase in client expectations for digital onboarding and digital portal access to critical portfolio data.
Navigate the New Normal: Address the Sudden Leap in Your Clients' Digital Expectations

01:03:00

May 19, 2020 07:32 AM

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Speakers

David Benskin
CEO & Founder @Wealth Access
David is CEO & Founder of Wealth Access, a revolutionary online platform that helps high net worth individuals and their advisors better understand and manage wealth. The software's permission-based technology and customized access features combine to deliver a smart, simple and sharable view within the only personal virtual wealth management platform on the market. Formerly First Vice President – Investments in Global Wealth Management Group of Merrill Lynch, David was previously a partner of a Private Banking and Investments Group team, then later launched his own practice at Merrill Lynch providing wealth management advice to high net worth families.
Doug Fritz
CEO & Founder @F2 Strategy
Doug is the CEO & Founder of F2 Strategy and former wealth management CTO. His team of experienced wealth management executives address a widening gap between the expectations of affluent clients and their wealth management experience. The F2 Strategy perspective and experience come from a long history of innovations and transformative technical projects at major financial institutions. F2 Strategy also manages the Wealth Tech Innovation Board, a confidential think-tank comprised of over 70 top wealth management CTOs, COOs and innovation executives. Doug also participates an industry thought-leader, conference speaker and judge for multiple industry awards.
Drew Sievers
CEO @Harvest Savings & Wealth Technologies
As CEO, Drew drives Harvest’s vision to provide banks with tightly integrated savings and wealth technologies that retain deposits, optimize bank margin, and drive long-term, valuable customer relationships. Prior to Harvest, Drew was Co-Founder & CEO at mFoundry where he helped revolutionize customer access in the banking industry via mobile banking and payment technologies. As CEO, Drew led the company to an industry leadership position with more than 1,000 bank and credit union clients, before selling the company to FIS Global. Drew also serves as General Partner at early stage fintech investor, Operative Capital.