TAKE A LOOK UNDER THE HOOD OF OUR NOVEMBER 24 WEALTHTECH CONFERENCE – SPOTLIGHT ON BEHAVIOURAL SCIENCE
The Value of Integrating Behavioural Science and Technology: WealthTech is delivering behavioural systems that enable advisors to develop deeper client relationships by bringing non-conscious factors to the level of consciousness. These behavourial systems extend into risk tolerance software, behavioural engagement software and CRM tools. Panelists will discuss how insights from behavioural science are being translated into digital tools that open doors for wealth management firms and their advisors to enhance client engagement and provide valuable differentiated advice and achieve better client outcomes.
Hear from our panel of experts:
Brian Pasalich, Co-founder & Chief Executive Officer, Syntoniq, Inc. – “Out of the Ivory tower…into the Real World”. Until now, brilliant research in behavioral science has been confined to the academic world. The field’s complexity precluded many practitioners from using these principles to empower their clients. Syntoniq changed that. Syntoniq productizes emerging research in behavioral science by building Impactful, Engaging, and Scientific Behavioral solutions providing actionable insight driving improved client outcomes. Obsessed with putting behavioural science into action, Brian co-founded this firm to empower individuals to better understand their decision-making and bridge the gap between intentions and outcomes.
Michael Tracey, Director, Behavioural Science, Scotiabank – Throughout his career, Michael has provided strategic thought leadership on behavioural science, implemented behavioural science tools, and built out organizational capacity to conduct behavioural science research. With an MSc in Behavioural Science from the London School of Economics and Political Science, Michael is an expert in conducting in-depth analyses of qualitative & quantitative behavioural data to support policy development, compliance, business strategies, risk appetite and risk culture.
Dean Flann, Director, Salesforce Delivery, Deloitte – With more than 20 years in the financial industry, Dean is considered a resident expert in enhancing CRM through Behavioural Science, and how incorporating what we know about the human condition into our client management technology solutions to enhance client engagement.
We hope you can join us for this informative event! REGISTER HERE.