Plan for a future driven by technology and guided by advisors at the Advicent Innovation Summit

May 18, 2017

New York, NY

RSVP today to join us at the 2017 Advicent Innovation Summit.

 

Plan for success at the 2017 Advicent Innovation Summit.

Share best practices

Share best practices regarding how other firms are innovating digital client experience.

Maximize profitability

Maximize profitability by efficiently delivering advice that emphasizes clients’ best interests.

Leverage technology

Leverage technology to put financial planning at the core of every interaction between firm and client.

Improve client retention

Improve client retention along with increasing interactions, referrals, and profitability.

Speakers

Palo Sironi

Paolo Sironi,
Global thought leader at IBM Watson Financial Services

Paolo is a thought leader at IBM Watson Financial Services. He is a recognized author on topics such as quantitative finance and innovation, demonstrating international expertise in investment management, risk management, and corporate banking.

As a pioneer in FinTech digitization, Paolo founded a FinTech joint-venture to augment personal finance. He joined IBM in 2012 following the acquisition of funding partner Algorithmics– itself a world leader of risk management solutions. Paolo was previously head of market and counterparty risk modeling at Banca Intesa Sanpaolo.

Mark Bruno

Mark Bruno,
Associate publisher at InvestmentNews

Mark Bruno is the associate publisher at InvestmentNews, responsible for its digital content strategy and research businesses. He is an award-winning journalist, author, and researcher who has written and edited for a number of financial publications over the last decade, including InvestmentNews, Financial Week, and Pensions & Investments.

Mark has been recognized with multiple accolades for his writing and reporting, including the American Business Media's prestigious Jesse H. Neal awards, and he has also received awards from The Society of American Business Editors and Writers for his breaking news coverage and analysis of the financial services industry.

Anish Shah

Anish Shah,
Principal at Marakon

Anish Shah is a Principal at Marakon. He focuses on strategy and operating model work at wealth and asset management firms. Before joining Marakon, he held multiple leadership roles at E*TRADE Financial.

As Head of Customer Engagement at E*TRADE, Anish led acquisition, cross-sell and retention efforts for existing customers. Further, he led the customer experience function for the firm, focused on improving digital and live customer experience across critical touch-points.

Uday Singh

Uday Singh,
Partner, financial services at A.T. Kearney

Uday Singh is a partner with A.T. Kearney in the Financial Institutions Practice. He has extensive industry and consulting experience with a focus on top-line engagements in asset management, wealth, and banking. He also specializes in front-to-back office operating model design, efficiency and effectiveness improvement, and operations and channels optimization.

Before joining A.T. Kearney, Uday worked as a senior consultant with Arthur Andersen, where he focused on derivatives and trading risk management, and as an analyst specializing in structured products for LG& Energy. He earned a bachelor’s degree in economics from the University of Delhi’s Shri Ram College of Commerce and an MBA from the University of Virginia Darden School of Business.

Mark Bruno

Kyle Okimoto,
Founder at Market Junctions

Kyle Okimoto is the Founder of Market Junctions, where he enables financial services clients more efficiently capture growth through improved planning, teamwork, and integration across digital and live channels.

Prior to Market Junctions, Kyle was the Head of Marketing at E*TRADE Financial, where he was responsible for acquiring new customers and deepening existing relationships through advertising, digital and live experiences, social media, data-driven customer engagement campaigns, events, and sponsorships.

Angela Pecoraro

Angela Pecoraro,
Chief executive officer at Advicent

As chief executive officer, Angela leads the global executive team steering them toward a common mission of delivering state-of-the-art technology to clients of all sizes worldwide. Her personal goal at Advicent is to perfect the customer experience and create extremely satisfied, life-long clients as well as develop a team of first-in-class leaders across the business.

Prior to Advicent, Angela worked at Zywave in a number of roles, most recently as senior vice president of Professional Services and Global Support. She holds a Master of Business Administration from Alverno College and a Bachelor of Business Administration in entrepreneurship from the University of Wisconsin–Whitewater.

GeorgeFischer

George Fischer,
Senior vice president, product & technology at Advicent

With over 12 years of experience delivering investment products and digital solutions to investors, George Fischer currently serves as senior vice president, global product at Advicent. George brings a strong vision to our global product strategy through our product development, user experience and business analysis teams.

Prior to joining Advicent, Fischer was the senior vice president of trading, margin lending, and cash management for E*Trade Financial where he was the head of the active trading, margin lending, and cash management lines of business for the firm. He also founded the telecommunication software company NetAdvantage and held management consulting roles with Navigant Consulting.

Tony Stich

Anthony Stich,
Director, global marketing at Advicent

Anthony Stich has one goal: to develop a team of exceptional marketing leaders across the globe, empowering them with the latest methods of strategic planning, content development, and lead generation to successfully grow Advicent, the leading provider of SaaS technology solutions for the financial services industry, into a global brand. Prior to Advicent, Stich was marketing manager and assistant vice president at Bank Mutual, the largest Milwaukee-based bank with over $2.3 billion in assets and 76 bank offices.

Published in numerous global outlets including the Journal of Financial Planning, Wealthmanagement.com, Investopedia, and bobsguide as well as being featured on Financial Advisor IQ, Asset TV, and Bank Bosun, Stich has swiftly become a thought leader in the FinTech space, providing compelling statistics, a thought-provoking perspective, and much-needed humor in a rapidly-changing industry.

Agenda

May 17

Time Activity Information
5:30PM–7:30PM Networking and cocktail reception at The Delancey rooftop lounge

All attendees are encouraged to attend our pre-event cocktail reception. You can find location information by clicking here.

May 18

Time Activity Information
8:30–9:00AM Registration, breakfast, networking, and Tech Bar Meet your fellow attendees and make introductions before the day starts.
9:00–9:30AM Advicent: What we believe, and why it matters Advicent Director of Global Marketing Anthony Stich will provide an introduction to our mission and how we execute on those beliefs by providing top partner experiences.
9:30–10:30AM Mark Bruno, Associate publisher at Investment News The new rules of advisor technology: Strategies for evolving your business
10:30–11:00AM Break Coffee and Tech Bar
11:00-12:00PM George Fischer, Senior vice president, global product at Advicent Get a preview of the latest technology from Advicent.
12:00–1:00PM Networking and lunch
1:00–2:00PM Digital innovation in wealth management panel Our afternoon panel features experts from several influential organizations in the financial services space including:
  • Anish Shah, Principal at Marakon
  • Uday Singh, Partner, financial services at A.T. Kearney
  • Kunal Vaed Managing Director, Managing director, Head of digital - self-directed investing at JP Morgan
  • Kyle Okimoto, Founder at Market Junctions
2:00–3:00PM Paolo Sironi, Global thought leader at IBM Watson Financial Services
Knowledge digitisation: dollars and sense behind holistic cognitive banking
3:00–3:30PM Break Snacks and Tech Bar
3:30–3:50PM Angela Pecoraro, Chief executive officer at Advicent
3:50-4:35PM Speaker to be announced Speaker topic to be announced
4:35-5:00PM Anthony Stich Closing remarks
5:15-6:30PM Networking and cocktails Tech Bar will remain open during this time.

Official media partner

We are proud to announce Asset TV as the official media partner for our New York Innovation Summit.

Anthony Stich, Director of Global Marketing at Advicent recently discussed the value of the Advicent Innovation Summit. He notes the wide range of topics covered, including regulatory changes, robo advising, and blockchain, and shares the two principal goals of the Summit.

Event Information

Advicent Innovation Summit

The Forum at Convene Conference Center
32 Old Slip, New York, NY 10005
www.convene.com

May 17 cocktail party

The Delancey rooftop lounge
168 Delancey St, New York, NY 10002
www.thedelancey.com

Hotel accomodations

Andaz Wall Street
75 Wall St, New York, NY 10005
www.wallstreet.andaz.hyatt.com


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