Prior to the COVID-19 pandemic, the Wealth Management industry was experiencing unprecedented change and disruption with – changing customer and advisor expectations, revenue and business model disruption and unyielding pressure on costs. Going into the pandemic leveraging new and emerging technologies was a primary driver for change in the industry. What have we learned these past six months and how is it altering plans for the future. Is leveraging technology still the way forward for the Wealth Managers navigating into a VUCA world?
How can you build disruption immunity with Digital Transformation for your wealth management business and make it Pandemic proof?
Get powerful insights from Top Global Wealth Management CXO’s on the disruptions in the wealth management ecosystem and the emerging trends. The discussion includes:
- Emerging Trends in Wealth Management Industry in the backdrop of Pandemic
- Change in Client’s expectations and its impact on Advisor Engagement and Client Experience
- Disruptions in the Wealth Management Ecosystem (New Players)
- Change in the Operating Models with Technology
About the speaker
Nitin Seth – CEO, Incedo
Nitin Seth is an accomplished industry leader with a unique combination of experiences – of an entrepreneur, a management consultant and a senior executive. Prior to Incedo, Nitin was the Chief Operating Officer of Flipkart, where he was responsible for customer and supply chain operations, strategy to execution capabilities and corporate functions for the company. He has also headed Fidelity International as the M.D and Country Head for India. Prior to Fidelity, Nitin was the Director of McKinsey’s Global Knowledge Centre in India (McKC). He has been elected twice to the NASSCOM Executive Council and was also the Chairperson of the Nasscom Regional Council (NRC) in Haryana. He is an avid speaker in the areas of entrepreneurship, business transformation and technology.
Mukesh (Muk) Mehta – Chief Information Officer, Assetmark
Mukesh (Muk) is responsible for Assetmark’s technology strategy and implementation with a specific focus on creating systems and solutions that help advisors achieve success. Additionally, he identifies and incorporate systems enhancements to improve AssetMark’s service and operations capabilities that support advisors. Previously, Muk was the Chief Information and Technology Officer at Cetera Financial Group, the second-largest network of broker-dealers serving over 9,500 independent advisors. Prior to that, he was a Managing Director and Corporate CIO at TD Ameritrade and was also SVP and CIO of Schwab Institutional. Muk has been featured in Barron’s, InvestmentNews, RIABiz, and Marketwired. Muk received a Bachelor of Arts degree in Mathematics and Economics from Rutgers University and is a graduate of the Stanford Graduate School of Business Executive Program. He holds series 7, 24 and 63 licenses.
Mike Ragunas – Chief Information Officer, Cetera Financial Group
Mike brings extensive experience delivering high-volume critical systems including online commerce, SaaS/API-based middleware, contact center, fraud and claims platforms, store/branch technology, and data center infrastructure. Mike most recently served as chief technology officer for Payfone, Inc., a leading provider of mobile network-based authentication and fraud avoidance solutions—protecting mobile data as well as call center interactions for large financial institutions and other clients needing mobile security solutions. Prior to joining Payfone, Mike served as chief information officer for Fanatics, Inc., a leading online retailer of officially licensed sports merchandise.
He has earned numerous professional recognitions throughout his career, including being named to InfoWorld Magazine’s “Top 25 Most Influential CTOs” as well as Computerworld’s “Premier 100 IT Leaders”. Mike has also been awarded multiple patents for technology and business process innovations.
Jason Roberts – Chief Technology Officer, Cambridge Associates
Jason is the Chief Technology Officer at CA and is responsible for leading the information technology organization and functions. Jason has more than 20 years of industry experience and has been with the firm since 2014. Prior to joining Cambridge Associates, Jason spent 15 years at Sapient Corporation. Most recently, he led Sapient’s Global Capital Markets practice where he was responsible for setting strategy and leading critical engagements with clients. Prior to taking on the practice leadership role, Jason was responsible for several key relationships with leading asset managers and hedge funds. His background includes leading IT and business consulting initiatives across multiple functions within the investment management process. Prior to joining Sapient, Jason worked for PriceWaterhouseCoopers and Accenture.