AI in Wealth Management

10:00am

HomeAgendaAI in Wealth Management

Session Overview

What do AI and Fidelity Investments have in common? Fidelity has an AI-based business in the market, created from within this global company, to better serve clients in financial institutions.

The Why: AI is changing the way we humans do our work, and in the finance industry, AI is a catalyst for accelerated growth.

Key Takeaways:

  • Gain a look at the evolution of AI in finance
  • Learn from our lessons in building new businesses

This session is for… you if you are interested in AI and in new business-building, especially from the unique perspective of building from inside of a corporate.

Session sponsored by:

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Networking is a critical skill for personal, professional, and organizational growth, but it is easily overlooked and undervalued. As we look to a future without systemic barriers or concrete ceilings, we need to disrupt our patterns of behavior to create greater access to information, transparency, and opportunity, and affirm one another’s intersectional identities in the workplace.

Our networks are critical sources of information that lead to greater task achievement, collaboration, innovation, and they provide a sense of belonging. In this workshop participants will be guided through the business case for creating diverse and inclusive networks and learn how our networks can be powerful tools for allyship. 

Participants will engage in an activity to establish networking goals and explore the diversity of their network to be more intentional and strategic, and to identify patterns in our network composition. The program will end with strategies to foster a more diverse network to generate greater innovation and collaboration.

Key Takeaways:

  • Explore the role of networks in advancing equity and inclusion
  • Learn about the three components of your developmental network
  • Gain strategies to create more diverse networks

The Why: As organizations roll back investment in DEI initiatives, the conversations turn to the investment in talent and overall sustainability. Creating a diverse network generates access to greater sources of talent, ensuring the organization is finding the best candidates for their positions.

Additionally, organizations create access to new markets, identifying new trends and opportunities, and can take advantage of those opportunities with more agile, higher performing teams who have the right access to information and the confidence needed to achieve objectives. By promoting investment in individual networks, organizations are investing in themselves and their future as a company.

This session is for…

  • You if you are seeking new opportunities in your career, either within your role or in potential endeavors
  • You if you find yourself saying “I’m too busy to network” or “My work will speak for me and then I’ll get that promotion.”
  • You if you lead teams, manage hiring processes, and want new ways of finding talent.
  • You if you find yourself overwhelmed in networking settings (hello, introverts!)
4:05pm
Presentation

Gravity – Transforming Mainframe Systems By Leveraging Cloud Infrastructure

30 mins
  • Track - Future Impact
  • Digital Transformation
  • Technical
  • Carmen Duenas

    Sr. Director - Core Banking Transformation

    Santander

Financial services and other industries have been traditionally bound by aging core banking systems. New market demands require faster cloud-based platforms to compete – so how can banks use their scale and technical know-how to break free?

Full session details coming soon…

2:25pm
Presentation

The Digital Age: Balancing Technology and Human Connection

30 mins
  • Track - Future Impact
  • Career Development
  • Leadership
  • Jean Olive

    Chief Information Officer

    John Hancock Financial

The digital age has brought about many benefits, but it has also led to concerns about the decline of human connection and relationships, which is more important for women. Technology can be a powerful tool for connecting with others, but it is important to use it in a way that enhances our relationships, rather than detracts from them.

Key Takeaways:

  • Human connection is essential for our well-being. Studies have shown that people who have strong social connections are happier, healthier, and live longer
  • Technology can be a powerful tool for connecting with others as well as helping us be more effective and efficient, but it is not a substitute for human interaction. We need face-to-face contact to build and maintain strong relationships
  • The digital world can be isolating. It is important to be aware of the risks of social isolation and to take steps to stay connected with others

This session is for… you if you are wondering how to build stronger relationships and feeling more connected in a digital world.

2:25pm
Presentation

Women Leaders Build Better Teams: Using Data to Improve Team Performance in a Hybrid World

30 mins
  • Track - Future Impact
  • Career Development
  • Leadership
  • Mike Sweeney

    Chief Strategy Officer

    RallyBright

Join Mike Sweeney, Chief Strategy Officer at RallyBright for insights on building inclusive, resilient, high-performing Teams. We’ll highlight research on the positive impact women leaders have on team performance and assess the counter-intuitive challenges with early career confidence and imposter syndrome. We’ll explore how to use data and targeted support to open conversations designed to improve team performance.

We’ll touch on how the (over) abundance of HR tech misses the mark on leadership development because they do not address an organization’s biggest impact driver – teams. And we’ll share insights from our work with teams ranging from Fortune 50 executives to small startups on how they are addressing challenges in a volatile hybrid world. We might even hint about the rise of NHTs (non-human teammates) augmenting your teams.

Key Takeaways:

  • Highlights from research on the positive impact women leaders have on teams (yet the challenge of low early career confidence)
  • Practical approaches to using data to open the door to developing team resilience (with leaders who may not typically engage in the ‘soft stuff’)
  • Top tips for addressing challenges in uncertain times based on our work with technology teams

This session is for… you if you are a CEO/COO of a company with many teams, a team leader, or an HR/L&D professional of a small to medium-sized company.

1:50pm
Workshop

How To Pitch An Idea and Get A ‘Yes’

60 mins
  • Track - Workshop
  • Career Development
  • Leadership
  • Premium Ticket Holders Only
  • Amy Furber

    Master Facilitator and Coach

    PowerSpeaking

This masterclass is a game-changer! Too often brilliant technical and scientific minds fail to get their ideas past the decision-makers in their organization because business leaders don’t understand the benefit. In this session, you will discover the secrets of speaking to the top of any organization. You will walk away with a model that ensures the business listens when you talk tech.

The Why: Too many brilliant ideas fail because decision-makers just don’t ‘get it’. Why? Because the presenter didn’t share the key information in the first 60 seconds. This masterclass changes all that.

Key Takeaways:

  • Understand the mindset of business leaders
  • Know the 4 key elements to include in the first minute of your talk
  • Learn a proven model that ensures the business listens

This session is for… Mid-to-Senior managers seeking approval or funding from decision-makers.

Book Your First Look Tickets For #WiTB24 Now Before The Price Increases!

Events in the Women In Technology Series

Women Of Silicon Valley

May 10, 2024San Francisco

Women In Tech Texas

May 6-7, 2024Houston

European Women In Technology

26-27 June, 2024RAI Amsterdam

Women In Tech Boston

October 1-2, 2024Sheraton Boston Hotel

Women Of Silicon Roundabout

22-23 Nov, 2023ExCeL London

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