Bank Brokerage Executive Roundtable
A Tactical Framework: Integrating the Online Channel into Your Wealth Management Strategy

Bank Brokerage Executive Roundtable
The Metropolitan Club, New York
Thursday, September 20, 2012
8:30 am – 2:00 pm
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Networking Dinner
Nobu 57, New York
Wednesday, September 19, 2012
7:30 pm – 10:00 pm
Map

For more information, please contact:
Elise Birkmeier
Email or call 646-452-3267

Bank Brokerage Executive Roundtable, A Tactical Framework: Integrating the Online Channel into Your Wealth Management Strategy, is an invitation-only event hosted by Scivantage. This exclusive event will take place at the Metropolitan Club, New York on September 20, 2012.

Offering a deep dive into the ‘nuts & bolts’ of bank-brokerage integration, this half-day session will offer a tactical blueprint for leveraging the self-directed investment channel to enable Wealth Management growth. This event will bring together senior bank and financial services executives who have responsibility for online investments, bank platform/product delivery channels, brokerage marketing and the overall client experience. In this peer-level format, commonalities are discussed, revenue-generating ideas developed, and best practices are shared via an interactive discussion guided by expert analysts from industry leaders such as Aite Group and BISRA (formerly Kehrer-LIMRA).

The discussion will focus on the following key topics:

Client segmentation strategies that support Wealth Management growth
Impact and importance of cross-channel servicing and support models
Tactical framework for bank-brokerage integration

This event will feature remarks from Jim Goodwin, President, Riperian Inc., Alois Pirker, Research Director, Wealth Management, Aite Group, Sophie Schmitt, Senior Analyst, Wealth Management, Aite Group, and Scott Stathis, COO, BISRA (formerly Kehrer-LIMRA).

If you would like to reserve your seat, please click here to confirm your participation.

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