Wealth and Asset Management 4.0: What Lies Ahead in a Digital-First World

Date - Wednesday, 30th June, 2021

Time - 5:00 pm BST I 12:00 pm EST

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Wealth providers are morphing into digital-first businesses. Artificial intelligence, blockchain, edge computing, and other emerging technologies are driving high-speed change that has not been seen in a generation, giving rise to the concept of Wealth 4.0. At the same time, investor priorities are shifting as social, economic, and demographic changes continue to unfold against the backdrop of the pandemic.

Join ESI ThoughtLab, FinTech B2B Marketing, and advisory members from Wealth and Asset Management 4.0, a global study on the future of wealth and asset management, for an interactive panel discussion examining the digital trends, emerging technologies, and investor priorities remaking the industry. Hear from industry experts and insiders from organizations including Salesforce, FIS, and Publicis Sapient.


Lou Celi


ESI ThoughtLab

Chantel Shipe

SVP, Director Wealth and Retirement Strategic Planning


Cory Haberkorn

Senior Manager, Global Go to Market-Wealth & Asset Management


Lucy Heavens

Advisory Board Member

FinTech B2B Marketing

David Donovan

Executive Vice President, Financial Services

Publicis Sapient

Discussion points include:

  • What lessons did wealth management firms learn during the pandemic that will help shape their future approaches?
  • How do wealth management firms need to rethink their strategies, business models, and customer experiences to succeed in the post-pandemic digital-first world?
  • How will wealth management firms use AI, blockchain, cloud, RPA, and other emerging technologies to digitally transform their organizations? 
  • How will financial advisors get work done and engage with clients in the future? How will their digital experiences and set of tools need to change?

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