Future Digital Finance West 2017

December 04-December 05, 2017

The Wigwam, Phoenix, AZ

Contact Us: 1 (888) 482.6012

Sarah Lavin

Senior Vice President, Wealth Management Strategy
Northern Trust

Sarah Lavin a the Senior Vice President of Wealth Management Strategy and Product Design responsible for the Wealth Management strategic plan, strategic initiative management and client facing digital strategy. Prior to Northern, Sarah was the Director of Product Strategy at Orbitz Worldwide focused on international expansion, back office Accounting engine, customer payment processing and fraud monitoring.



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