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Cutter Wealth Meeting

Nov 14, 2019 8:30 AM - 5:00 PM     New York

Leveraging the Power of Automation: Connect with your contemporaries in the operations and technology divisions of leading wealth management firms

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SUMMARY

SUMMARY

Join us and your peers for expert insight into the latest industry challenges, based on new research findings including:

Implementing AI Throughout the Client Journey – Artificial Intelligence (AI) is everywhere – from debates over employment ethics to self-driving cars.  Practical AI applications are finding their way into the wealth management lifecycle, from personalized targeting and “smarter”, data-driven KYC checks to optimizing portfolio allocation and client communications.  We will discuss the trends in AI and big data that supports it, adoption for wealth management products and service, best practice implementations, and an overview of the vendor landscape.

Reg Tech Solutions for KYC – Regtech has emerged, offering new technology solutions that harness the power of automation and, in some cases, artificial intelligence to improve compliance and reduce costs.  We will explore the relationship between KYC and anti-money laundering requirements, and how wealth managers have traditionally met these obligations.  We will also cover recent regulatory and reputational pressures on wealth managers, regtech’s role in strengthening KYC processes, and best practices in vendor selection and adoption.

Portfolio Management Solutions – Portfolio management remains the core function at the heart of the wealth management value proposition, but the complexity of it and vast array of data attached make it an area where digital technology and, specifically, automation can offer big payoffs.  Vendors are adding so many features to differentiate themselves that it can be difficult to distinguish which solution is right for you.  We will explore the most innovative software solutions – especially those focused on providing extra benefits for wealth managers. 

AGENDA
WHO SHOULD ATTEND

WHO SHOULD ATTEND

Our exclusive event gives you the opportunity to connect and share best practices with your peers from leading wealth management firms as well as Cutter analysts, colleagues and vendors. This event is designed specifically for operations and technology professionals from the wealth management industry.

EXHIBITORS

EXHIBITORS

VENUE/ACCOMMODATIONS

VENUE/ACCOMMODATIONS

Venue

Convene at 101 Greenwich
101 Greenwich Street
2nd Floor
New York, NY 10006

 

Suggested Accommodations

The Beekman
123 Nassau Street
New York, NY 10038

Tel: +1-212 233 2300

 

Courtyard World Trade Center
133 Greenwich Street
New York, NY 10006

Tel:+1 212 346 0088