WEBINAR

The Gold Standard of Wealth Management:

Re-defining Investors’ Digital and Data Needs

Unprecedented uncertainty has triggered a wholesale shift in investors’ expectations of cutting-edge data and a seamless digital experience.

Our recent study sourced insights from over 1,000 advisory and self-directed investors across nine financial centers. The results show that clients have a growing need for a more comprehensive data offering, including alternative data alongside more traditional analysis.

The digital experience is paramount and yet elicits only mediocre satisfaction scores, with new capabilities urgently needed for the COVID era.

We will discuss:

Why client satisfaction with the digital experience is low, and where the wealth industry is falling short
What’s causing self-directed investors to feel particularly neglected by their wealth providers
Where the undeniable surge in interest in ESG investing is coming from and how to address it
How to optimize data and content to cut through the noise

Join Refinitiv and guest panelists as they examine the findings and what they mean for the wealth management industry.

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MEET OUR PANELISTS

Charles Smith

Charles is responsible for driving the strategic direction, business planning and financial results for Digital Solutions business. Prior to joining Refinitiv, Charles was a managing director in the Wealth & Asset Management Advisory practice of Ernst & Young LLP (EY). Charles has deep knowledge in wealth management product areas and is an inventor on eight US patents on process and product designs.

Over the last 15 years, Charles has worked extensively with many of the top 10 US financial services institutions with a focus on product strategy, platform design, digital strategies, operating model development, and process improvement. Prior to joining EY, Charles had senior leadership roles at Fiserv/CheckFree (now Tegra118) and Misys (now Finastra).

Joe Nadreau

Joe Nadreau is the Head of Independent Brokerage & Platform Services at Wells Fargo Advisors. In this role, he is responsible for the firm’s independent advisor business (Wells Fargo Advisors Financial Network), the clearing business (First Clearing), and testing new, emerging business models like service and custody for Registered Investment Advisors (RIA) and other business opportunities. He also leads the Digital & Automated Investing group, which consists of the self-directed (WellsTrade) team, the Digital Advice (Intuitive Investor®) offerings, and the Solutions Call Centers. His group is responsible for the continuing evolution of the business platforms for the company’s financial advisors and clients. Joe sits on the Operating Committee and reports directly to the head of Wells Fargo Advisors

Nalika Nanayakkara

Nalika is a Partner Principal that leads EY’s Wealth and Asset Management Consulting business in the US.

Over the last 20 years, Nalika has worked extensively with many of the top global Wealth and Asset Management firms, leading a broad array of programs ranging from strategy to execution focused on growth, efficiency and innovation. Nalika’s areas of expertise include client acquisition and retention, financial advisor growth and productivity and business model transformation.

Nalika is a frequent speaker on topics such as future of Wealth Management, strategic growth priorities and digital disruption. Prior to consulting, Nalika worked in M&A Advisory. Nalika has an MBA from Columbia Business School.

Zack Gipson

Zack Gipson leads Charles Schwab’s Digital Investor Solutions team, which seeks to deliver digital experiences that retail investors can employ to achieve their financial goals and own their tomorrow. He is responsible for the retail digital channels and client-facing platforms including Schwab.com, mobile applications, emerging / distributed digital channels, Chat, Digital Messaging, and Schwab’s AI-driven assistant. Zack is also responsible for Schwab’s trading platforms and rep-facing platforms including the Service and Sales Desktops and supporting applications.

LSEG