Defining new rules for success in digital transformation for wealth management firms
Incedo, Inc., a leading digital transformation consulting and technology solutions firm, has announced the lineup of events they will be hosting at the T3 – Tools and Technology for Today conference. This perennial favorite with financial advisors, wealth managers, and financial services executives will be held at the Denton Convention Center in Denton, Texas with May 2 – 4, 2022 focused on financial advisor attendees and May 5, 2022 focused on financial service enterprises.
On opening day of T3, participants will enjoy a General Session on “Winning in the Digital Age – New Rules for Wealth Managers to Succeed” by Incedo CEO Nitin Seth. Seth will speak at 2:40 p.m. on Monday, May 2 in the Equestrian Ballroom about the unique complexities of the digital age for the wealth management industry.
“The wealth management industry is advancing in its digital efforts,” Seth explained, “however, still lags other peer industries leading to suboptimal experiences for advisors and investors. I believe there is an exciting window of opportunity for ambitious wealth managers to leapfrog the competition. To benefit from the abundance the digital age offers, every wealth management firm needs to be a technology firm.”
To dive deeper into Seth’s frameworks, the first 200 to stop by the Incedo booth will get a personally signed copy of Seth’s bestselling and award winning book, Winning in the Digital Age. The book signing begins at 5:45 p.m. in the expo hall. In addition, Incedo will have product demos, and design workshops with a proven process for assessing advisor issues called the Advisor DX Diagnostic. They will also be providing some great giveaways – including a high performance drone – in their booth space #516-518.
On T3 Enterprise Day, May 5th, at 4:20 p.m., financial services executives are invited to attend a Super Session delivered by John Walsh, Incedo’s Sr. Vice President and Head of Financial Services. The session will take place in the Pioneer Ballroom. Walsh will discuss how applying the new rules of winning in the digital age helps to align objectives, adopt a two-speed approach and drive change by leveraging modern data and instrumentation strategies.
“Wealth management customer experience (CX) is lagging as compared to other industries,” Walsh said, “including some financial services peers such as banks, cards and insurance enterprises. To succeed wealth mangers will need to build an unique DNA that combines deep customer understanding with the technology and data proficiency of a digital native.”
For more about the T3/Incedo opportunity, team members attending, and what to expect at the conference, please visit https://www.incedoinc.com/incedo-t3-conference-2022/.
For more such updates and perspectives around Digital Innovation, IoT, Data Infrastructure, AI & Cybersecurity, go to AI-Techpark.com.
