<p>Investment performance alone no longer wins clients. As wealth shifts to younger generations, women, and entrepreneurs, expectations are evolving toward personalized, relationship-driven experiences that feel more like luxury service than financial transactions. The new playbook combines human expertise with AI to deliver seamless, holistic advice at scale.</p>

Global Chief Marketing Officer

The Winner's Playbook for the New Wealth Management Era

the-winners-playbook-for-the-new-wealth-management-era-e103-76507

Find the email linked to your pass

Email lookup

Filters

Gallery

Something went wrong loading your account page. Please try again later.

It looks like something went wrong on our end. Please try again shortly.

Something went wrong

Sorry, we're having trouble loading this event at the moment. It should be back shortly.

Not Found

Sorry, we can't find that page

Sorry, we're having trouble loading our programme at the moment. It should be back shortly.

Job Title

Title

Speakers

Summit 1: Marco Polo 705-707

Schedule

Money20/20

Agentic AI

Family Office

Wealth Tech

Investment performance alone no longer wins clients. As wealth shifts to younger generations, women, and entrepreneurs, expectations are evolving toward personalized, relationship-driven experiences that feel more like luxury service than financial transactions. The new playbook combines human expertise with AI to deliver seamless, holistic advice at scale.

April Rudin

The Rudin Group

Dipti Kachru

Broadridge Financial Solutions

And That's Just The Start. We're adding new sessions every week.

Investment performance alone no longer wins clients. As wealth shifts to younger generations, women, and entrepreneurs, expectations are evolving toward persona

The Winner's Playbook for the New Wealth Management Era - Schedule

The Winner's Playbook for the New Wealth Management Era

Tags

And That's Just The Start. We're adding new sessions every week.