The Next 5 Years in Wealth Tech
What firms must do now to stay ahead in wealth management
Speakers
PARUL NAGPAL
Sr. Director | Global Client Partner, Hi-tech, FinServ, LevelShift
SESH IYENGAR
CIO of GWAM Global Markets, Manulife John Hancock
Where Wealth Firms Struggle Today
Siloed Data & Weak Foundations
Manual Onboarding & Admin Drag
Compliance Burden & Cyber Risk
What You Must Do Now
Build Your Foundation
Automate Core Processes
Deploy AI Strategically
Maximize the Power of AI in Financial Services
Learn HowMade for These Roles
Wealth management firms aiming to modernize their operations
Financial services leaders navigating digital transformation
Advisors and CIOs looking to enhance client experience through automation and AI
Executives and decision-makers in fintech, asset management, or wealth management
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Why LevelShift
Salesforce Summit Partner for Leading Salesforce Consulting Services
Deep Wealth Tech Expertise
Proven Transformation Outcomes
Built for Financial Services
