Jazz will be in the air when we gather again this October in New Orleans for Deliver 2024, and we could not be more excited. Just as jazz blends a fixed structure with a fluidity of improvisation, wealth management advisors must also give each client bespoke solutions to meet their individual needs while staying within the bounds of a rigid regulatory framework. Deliver will harmonize cutting-edge technology with the disciplined strategies financial advisors need to be successful in today’s world.
Wealth Management-Focused Sessions
The ability to adapt and innovate is essential for success in today’s marketplace. Deliver 2024 promises to bring together the best minds in the industry to explore how personalized strategies and technological advancements are seamlessly integrated to meet the diverse needs of ultra-high-net-worth clients.
As technological advancements accelerate, forward-thinking advisors are riding the wave to better serve their clients. In From Automation to Analytics: Integrating Emerging Technologies in Wealth Management, we will discuss how emerging technologies such as Artificial Intelligence (AI), Robotic Process Automation (RPA), Natural Language Processing (NLP), Low-Code Automation, and Plug-In-Play integrations can enhance your ability to make decisions and improve client experience.
There are plenty of ways to communicate with clients and the public, and each individual will have their own preference. However, compliance teams need to be aware of the regulatory framework imposed by the SEC when monitoring and archiving electronic messages. In Digital Monitoring: RegTech for Email, Comms, Texts, and Social Media, we will explore those challenges and offer solutions to keep clients happy and regulators at bay.
At the upper end of the spectrum, clients expect an even greater level of service. During Solutions for Ultra High Net Worth Clients: Personalization at Scale in Wealth Management, we will explore how technological solutions can streamline processes and provide individualized solutions for each client’s unique needs.
However, technology is never just an end unto itself and must always be employed to grow your business. During The Growth Mindset: Unleashing Revenue Potential in Wealth Management, we will discuss the essential concepts, strategies, data insights, models, and frameworks you need to drive organic growth and propel your business to new heights.
Growing today demands navigating a global marketplace. In Charting the Course: Strategies for Wealth Management Firms in an Interconnected World, our presenters will explore the opportunities and challenges every wealth manager needs to understand.
A great way to grow your firm is to keep the business of a family through multiple generations. The session on Building Legacies: An RIA's Guide to Maintaining Generational Wealth through a Family Trust will show RIAs how they can educate their clients, establish a relationship with an admin trustee, and level up the service they provide to family trusts.
Discover More
Of course, Deliver 2024 will also showcase a number of guest speakers on the main stage including a featured session with Charles Schwab’s Washington insider, Michael Townsend. During Welcome to the Circus: Policy, Politics, and an Election Like No Other, Michael will discuss the latest happenings on Capitol Hill, Fed policy, regulatory proposals, and his take on the 2024 election to decide who will return next year to a highly polarized Washington.
Finally, on Tuesday afternoon, you will get a sneak peek and pro tips on how to use SS&C’s array of wealth management solutions. On top of that, our Product Lab will give you the chance to speak with Black Diamond experts. You can ask questions about your firm’s specific requirements, discuss your training needs, receive recommendations for improving workflows, and check out integrations with other SS&C offerings.
Navigating the world of financial services today can be challenging. With the insights you will gain at Deliver 2024, however, you will return home ready to expertly guide your clients through this ever-changing financial landscape as gracefully as a riverboat captain traversing the mighty Mississippi River. We look forward to seeing you there!
SS&C Deliver Conference
October 6-8, 2024
Hyatt Regency New Orleans
New Orleans, Louisiana
