Tuesday, July 11, 2017


4:00 p.m. - 4:40 p.m.

Why the Future of Retirement is Digital

Monica Gabel Bob Hedges Uday Singh

Monica Gabel
Principal, A.T. Kearney

Bob Hedges
Partner, Global Financial Practice Leader, A.T. Kearney

Uday Singh
Partner, A.T. Kearney

Sponsored by:


4:45 p.m. - 5:25 p.m.

The Psychology Behind Irresistible WealthTech

Barnaby Riedel, Ph.D.

Barnaby Riedel, Ph.D.
Co-Founder and Chief Research Strategist, Riedel Strategy

Sponsored by:

Riedel Strategy

Wednesday, July 12, 2017


1:30 p.m. - 2:10 p.m.

Designing the Digital Wealth Advisory Model of the Future - A Proposed Functional Architecture

Gordon Smith Gauthier Vincent

Gordon Smith
Senior Manager, Deloitte Digital

Gauthier Vincent
Principal and Wealth Management Leader, Deloitte Consulting LLP

2:15 p.m. - 2:55 p.m.

Making AI Work for Financial Services

Keith Bossey Mike Murphy

Keith Bossey
SVP Financial Services, GFK

Mike Murphy
Senior Design Director, User Experience, GFK

3:00 p.m. - 3:45 p.m.

Robo-Advice: Revenge of the Incumbents

Anton Honikman Alois Pirker

Anton Honikman
CEO, MyVest

Alois Pirker
Research Director, Wealth Management, Aite Group

Sponsored by: