How Artificial Intelligence Is Transforming Wealth Management

Overview

Date: Wednesday, Sept 18, 2019

Time: 2:00 pm ET |11:00 am PT

Cost: Complimentary

Sponsored by:

Pershing

 

 

Artificial intelligence (AI) is a new resource of growing importance within the financial-advice industry and it’s important for forward-thinking advisors like you to embrace this technology to innovate your practice. AI can help you better understand your clients’ motivations, fears, and goals – while also enhancing your ability to protect their data and improve their financial well-being.

Join this complimentary webcast to learn how to take advantage of AI and improve your overall practice management. You will discover:

  • You can integrate AI into your behavioral finance/risk profile analysis and related tools to produce better results for investor clients and your practice
  • Other organizations are using AI today to enhance their regulatory/compliance oversight and fraud/risk management, and how you can do the same
  • AI can expand your business with clients and prospects of all ages, as well as elevate the client experience (including improved communication and portfolio management)

REGISTER NOW! (Not able to attend? STILL REGISTER you will receive an email with how to access the recording of the event)

 

Speakers

Iskowitz

Craig Iskowitz, Founder and CEO, Ezra Group

Craig Iskowitz is the CEO and Zen Master at Ezra Group, LLC, a management consulting firm that provides business and technology strategy services to the financial services industry. He works with broker-dealers, banks, asset managers, RIA’s and technology vendors to share his deep knowledge and experience in wealth management products and services.

Spitzner

Gavin Spitzner, Founder and President, Wealth Consulting Partners, LLC

Gavin Spitzner, Founder and President, has 25+ years working in and consulting to Fortune 500 companies with a breadth of experience encompassing business development, product development, digital strategy, strategic consulting, marketing and professional development. Gavin has partnered with numerous top 25 U.S. and Global banks and broker-dealers as well as asset managers, RIAs and fintech firms to develop and implement innovative investment management platform solutions leveraging modern technology and processes to improve top and bottomline business performance.

Madan

Raj Madan, Managing Director, BNY Mellon Pershing

Raj Madan is the Managing Director of Architecture, Common Services and Innovation at BNY Mellon | Pershing. He reports directly to the Chief Information Officer and is a member of the Technology Executive Committee. Raj is responsible for architecture governance, strategic planning, technology client engagements, common components (monitoring, streaming, e-delivery, middleware, applications framework), internal business applications and innovation.

Raj joined BNY Mellon in 2000, working as an application architect and manager in Treasury Services. He moved to the Enterprise Architecture Group and worked as an enterprise architect reporting directly to the Chief Architect of BNY Mellon. In 2008, he took over management of the Strategic Technology Group under the Enterprise Architecture Solutions Division. In 2013, Raj became the head of Architecture, Common Services and Innovation of Pershing. Prior to BNY Mellon, Raj worked at the Federal Reserve Bank of New York in the technology fields of primary and secondary security market, and funds transfer.