{"id":906,"date":"2022-02-01T16:49:10","date_gmt":"2022-02-01T16:49:10","guid":{"rendered":"https:\/\/fintech.global\/globalwealthtechsummit\/?page_id=906"},"modified":"2025-03-12T16:26:42","modified_gmt":"2025-03-12T16:26:42","slug":"homepage","status":"publish","type":"page","link":"https:\/\/fintech.global\/globalwealthtechsummitusa\/","title":{"rendered":"Global WealthTech Summit"},"content":{"rendered":"
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The leading gathering of leaders and innovators across private banking, wealth, and asset management in the United States<\/h2>\n
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2:1 Buyer-Seller
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300+
\nWealthTech Buyers<\/span><\/h3>\n<\/div>\n
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81% Director
\nor Above<\/span><\/h3>\n<\/div>\n
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2.3 x more meetings booked<\/span><\/h3>\n<\/div>\n


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Meet the people who matter in WealthTech<\/h2>\n
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The event hosts the most senior-level investment leaders and innovators to discuss the critical industry challenges amid increased adoption of AI solutions and competition by digital challengers.
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Don\u2019t miss the opportunity to:<\/strong><\/span><\/h3>\n

Don\u2019t miss the opportunity to:<\/strong><\/span><\/h3>\n
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    Connect with investment leaders and experts who are using technology to transform areas such as client retention, hybrid advice, digital assets, ESG and more!
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    Engage with senior-level execs working in wealth management, asset management, private banking, financial advisory and retail banking<\/span><\/h6>\n<\/li>\n
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    Make high-impact business connections with the industry\u2019s most active WealthTech buyers, sellers, investors and innovators who can help you meet your business objectives<\/span><\/h6>\n<\/li>\n
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    Stay on top of the leading-edge industry innovations by visiting the dedicated Demo Stage and see how technology can transform the investment value chain.<\/span><\/h6>\n<\/li>\n
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    Understand the emerging challenges and requirements put forward by the next generation of customer to capitalise on opportunities in the great wealth transfer<\/span><\/h6>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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    Engage with America's leading financial institutions<\/h2>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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    Engage with America's leading financial institutions<\/h2>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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    Engage with America's leading financial institutions<\/h2>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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    Hear from top industry leaders<\/h2>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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    Hear from top industry leaders<\/h2>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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    Hear from top industry leaders<\/h2>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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    Discover the key challenges faced by investment leaders<\/h2>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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    Wealth Management Digital Transformation State of Play<\/h5>\n
    CXO perspectives on winning strategies for digital transformation in wealth and asset management amid economic turmoil.\n<\/div>\n<\/div>\n<\/div>\n
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    AI and the Client-Advisor Relationship<\/h5>\n
    Understand which technologies are the most impactful and how to optimize their use to drive improvement of the client-advisor relationship.\n<\/div>\n<\/div>\n<\/div>\n
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    Data-Driven Personalization Strategies<\/h5>\n
    Learn how firms can keep up with increased customer expectations and how technology and data can be leveraged to gain competitive advantage.\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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    The Art of Customer Loyalty<\/h5>\n
    Identify the fundamental elements that foster client trust, engagement, and retention and explore how technology is impacting client interactions.\n<\/div>\n<\/div>\n<\/div>\n
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    Leveraging Tech and Data for Operational Excellence<\/h5>\n
    Understand where the opportunities for increased efficiencies across operations are and how to leverage tech and data to attain operational excellence.\n<\/div>\n<\/div>\n<\/div>\n
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    Harnessing Data for Strategic Client Acquisition<\/h5>\n
    Learn how to master client acquisition by taking an analytics-driven approach.\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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    \"\"<\/p>\n
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    The Art of Customer Loyalty<\/h5>\n
    Identify the fundamental elements that foster client trust, engagement, and retention and explore how technology is impacting client interactions.\n<\/div>\n<\/div>\n<\/div>\n
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    Leveraging Tech and Data for Operational Excellence<\/h5>\n
    Understand where the opportunities for increased efficiencies across operations are and how to leverage tech and data to attain operational excellence.\n<\/div>\n<\/div>\n<\/div>\n
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    Harnessing Data for Strategic Client Acquisition<\/h5>\n
    Learn how to master client acquisition by taking an analytics-driven approach.\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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    2025 Sponsors & Partners<\/h2>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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    2025 Sponsors & Partners<\/h2>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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    2025 Sponsors & Partners<\/h2>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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    Brands we work with<\/h2>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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    Brands we work with<\/h2>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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    Brands we work with<\/h2>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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    Make Meaningful Connections<\/h2>\n
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    We have partnered with Brella, the most advanced matchmaking software, to deliver a superior networking experience.<\/span><\/h3>\n<\/p>\n
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      Connect with delegates according to interests and event goals<\/strong><\/span><\/h5>\n<\/li>\n
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      Easy meeting booking & locations<\/strong><\/span><\/h5>\n<\/li>\n
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      Dedicated networking area to enable scheduled and serendipitous connections<\/strong><\/span><\/h5>\n<\/li>\n
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      Plan your visit by keeping on top of the event agenda and your meetings in one place<\/strong><\/span><\/h5>\n<\/li>\n
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      Engage with speakers and peers via interactive Q&As, surveys and polls<\/strong><\/span><\/h5>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n
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      <\/div>\n

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      Make Meaningful Connections<\/h2>\n
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      We have partnered with Brella, the most advanced matchmaking software, to deliver a superior networking experience.<\/span><\/h3>\n<\/p>\n
        \n
      • \n
        Connect with delegates according to interests and event goals<\/strong><\/span><\/h5>\n<\/li>\n
      • \n
        Easy meeting booking & locations<\/strong><\/span><\/h5>\n<\/li>\n
      • \n
        Dedicated networking area to enable scheduled and serendipitous connections<\/strong><\/span><\/h5>\n<\/li>\n
      • \n
        Plan your visit by keeping on top of the event agenda and your meetings in one place<\/strong><\/span><\/h5>\n<\/li>\n
      • \n
        Engage with speakers and peers via interactive Q&As, surveys and polls<\/strong><\/span><\/h5>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n
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        <\/div>\n

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        Make Meaningful Connections<\/h2>\n
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        <\/h4>\n

        We have partnered with Brella, the most advanced matchmaking software, to deliver a superior networking experience.<\/span><\/h3>\n<\/p>\n
          \n
        • \n
          Connect with delegates according to interests and event goals<\/strong><\/span><\/h5>\n<\/li>\n
        • \n
          Easy meeting booking & locations<\/strong><\/span><\/h5>\n<\/li>\n
        • \n
          Dedicated networking area to enable scheduled and serendipitous connections<\/strong><\/span><\/h5>\n<\/li>\n
        • \n
          Plan your visit by keeping on top of the event agenda and your meetings in one place<\/strong><\/span><\/h5>\n<\/li>\n
        • \n
          Engage with speakers and peers via interactive Q&As, surveys and polls<\/strong><\/span><\/h5>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n
          <\/div>\n


          <\/div>\n

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          What Our Delegates Say<\/h2>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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          What Our Delegates Say<\/h2>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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          WealthTech Insights from FinTech Global<\/h2>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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          WealthTech Insights from FinTech Global<\/h2>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

          The leading gathering of leaders and innovators across private banking, wealth, and asset management in the United States 2:1 Buyer-Seller Ratio 300+ WealthTech Buyers 81% Director or Above 2.3 x more meetings booked Meet the people who matter in WealthTech […]<\/p>\n","protected":false},"author":2,"featured_media":3877,"parent":0,"menu_order":10,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_mi_skip_tracking":false},"yoast_head":"\nGlobal WealthTech Summit - Global WealthTech Summit USA<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fintech.global\/globalwealthtechsummitusa\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Global WealthTech Summit - Global WealthTech Summit USA\" \/>\n<meta property=\"og:description\" content=\"The leading gathering of leaders and innovators across private banking, wealth, and asset management in the United States 2:1 Buyer-Seller Ratio 300+ WealthTech Buyers 81% Director or Above 2.3 x more meetings booked Meet the people who matter in WealthTech […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/fintech.global\/globalwealthtechsummitusa\/\" \/>\n<meta property=\"og:site_name\" content=\"Global WealthTech Summit USA\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/GetGlobal.Fintech\" \/>\n<meta property=\"article:modified_time\" content=\"2025-03-12T16:26:42+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/fintech.global\/globalwealthtechsummitusa\/wp-content\/uploads\/2024\/01\/GWTSUS24-Featured-Image-v1.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1920\" \/>\n\t<meta property=\"og:image:height\" content=\"960\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@Fintech_Global\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"31 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/fintech.global\/globalwealthtechsummitusa\/\",\"url\":\"https:\/\/fintech.global\/globalwealthtechsummitusa\/\",\"name\":\"Global WealthTech Summit - 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