Wealth Management Client Experience and the Impact of Generative AI
Hear from wealth management experts from Genesys and AWS about how to navigate the changing client experience landscape. Learn how to leverage cloud technology to optimize your service model, balance shifting priorities, and enable goals-based wealth management. We’ll also explore how new technologies like generative artificial intelligence (AI) can enhance the client experience.
Managing Director, Genesys
David serves as the leader of the Financial Services sector at Genesys, helping some of the world’s largest banks, insurance, and wealth management firms to create a better customer experience. Before Genesys, David spent his career working with customers while at JP Morgan Chase, American Express and Lloyds Bank.
Christopher R. McDonald
Leader, Wealth Management Sector, AWS
Chris serves at the Industry Specialist of Capital Markets at AWS. He has over 20 years of experience with roles focused on global product management, compliance and regulation at Bloomberg and executive management roles at Goldman Sachs, JP Morgan Chase.
Moderator, Research Analyst, Finovate
David Penn is a Research Analyst with Finovate. He has 20 years of experience as a writer, blogger, and journalist covering the financial markets, small businesses, and technology. He is the author of Finovate Global, a weekly look at fintech in developing markets around the world.