Event Description:
In-Person Event: Catch Up With the Force of WealthTech Conference | Wednesday, September 28, 2022 | 7:30 am – 12:30 pm ET
Registration and Breakfast: 7:30 am – 8:30 am
Start time: 8:30 am
End time: 12:30 pm
$245 members; $295 non-members
Location: Vantage Venues Conference Centre | 150 King St W | 16th floor (Conservatory Suite) | Toronto ON
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 September 28 to hear unique perspectives on how wealthtech can empower advisors and create game-changing opportunities and competitive advantage for firms.
Discover insights on:
- – Investor behaviours, biases and blindspots
- – Virtual customer interactions: Attracting and retaining clients effectively
- – Digital marketing strategies
- – Effective techniques for virtual event platforms
- – Millennials and Generation Xers: Preparing for the great digital wealth transfer
- – OSC TestLab
Save the date for our event on September 28, 2022. Further information to follow.
*** This session may be eligible for CE credits ***
