Future Digital Finance West 2017

December 04-December 05, 2017

The Wigwam, Phoenix, AZ

Contact Us: 1 (888) 482.6012

Brian Robinson

Senior Vice President/Manager, Wealth Management Digital Experience
Northern Trust

Brian Robinson is a Senior Vice President at The Northern Trust Company. Brian’s current role is Head of Wealth Management's Digital Platforms. His teams delivers an integrated personal client experience across Northern Trust's Private Passport desktop, mobile, tablet, and texting channels.  Brian is also responsible for the development and integration of new tools, applications, and devices focused on keeping Wealth Management employees connected and working with clients while away from their desk.  With 21 years at Northern Trust, Brian spent 7 years working with clients in administering trust relationships and 8 years in Trust and Investment Product Management developing products for  account administration, statements, reporting and fee management.



11:50 AM Keynote Fireside Chat: Taking Wealth Management Digital

The relationship-driven model of wealth management is changing as client demographics change.  Consumers of all age ranges are getting more and more comfortable with the use of technology. This will, in turn, impact their relationship with wealth management firms.  This session will outline ways to better serve wealth management customers today and in the future..
  • Developing a detailed plan for digitization
  • Understanding changing client preferences around investment decisions
  • Developing digitally enabled offerings for your client base 
  • Improving compliance and adding value to client relationships using digital tools