In-Person Event: IIAC Catch Up With the Force of WealthTech Conference | Wednesday, September 28, 2022



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 ***