Future Digital Finance West 2017

December 4 - 5, 2017

The Wigwam, Phoenix, AZ

Contact Us: 1 (888) 482.6012

Brian Robinson, Senior Vice President/Manager, Wealth Management Digital Experience at Northern Trust
Northern Trust Logo

Brian Robinson


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

Check out the incredible speaker line-up to see who will be joining Brian.

Download The Latest Agenda

Tuesday, December 5, 2017: Optimizing Data, CX and Omni-Banking

Tuesday, December 5th, 2017


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

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