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R. Harrison

CEO Barkbook

R. Harrison

CEO Barkbook

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About
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Moonshot for Wealth: Envisioning an Ecosystem Where Wealth is Possible for All

Wednesday, September 11th 

12:00 - 1:00 PM

Federal Reserve Bank of Boston | Connolly Center, 4th Floor

600 Atlantic Ave, Boston

How can we make wealth possible for all? Panelists will envision moving beyond outdated myths about financial security. These industry leaders will combine evidence-based research from cutting-edge innovations with big ideas and creative thinking. The panel will also explore the roles that different stakeholders can play, from employers to financial institutions, to fintechs, to wealth building platforms. The panel will spark blue sky strategizing; you will walk away inspired to make wealth possible for all and equipped with ways to make that happen.

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www.ey.com

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Agenda

Registration & Networking

Welcome Remarks

NextGenFintech: Cushion, Jobble &Long Game

AI Disruption: How AI & Tech is Changing the Financial Services Business

Wealth Management for a Digital Age

Agenda

Registration & Networking

Welcome Remarks

NextGenFintech: Cushion, Jobble & Long Game

AI Disruption: How AI & Tech is Changing the Financial Services Business

Wealth Management for a Digital Age

Advances in financial technology that remove humans from the equation have left many consumers uncertain about who to trust which is why building and maintaining customer trust is a key challenge for financial services companies of all sizes. In this session, hear from industry executives and FinTech companies that are using innovative methods to develop and grow user trust from day one. We will explore the opportunity for new technologies (such as blockchain, A.I, machine learning) to improve inclusion and consumer engagement through more transparent processes, as well as opportunities for financial institutions to leverage these new tools to increase efficiency, reduce costs, minimize risk and even return trust to consumers. From branding strategy and research techniques to open communications and human-centric product design, we will explore the tactical efforts and overarching strategies of various players across the financial services ecosystem.

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Starting your own business and picking the right niche in no time

How can we make wealth possible for all? Panelists will envision moving beyond outdated myths about financial security. These industry leaders will combine evidence-based research from cutting-edge innovations with big ideas and creative thinking. The panel will also explore the roles that different stakeholders can play, from employers to financial institutions, to fintechs, to wealth building platforms. The panel will spark blue sky strategizing; you will walk away inspired to make wealth possible for all and equipped with ways to make that happen.

Panelists:

details coming soon!

2 sentence bio that the company has sent to us

who attends?

Boston FinTech Week events cover all major sectors within financial services, and are always free and open to everyone! This weeklong celebration of FinTech highlights of efforts of startups, institutions, data providers, venture capitalists, universities, and more.

why participate?

There really isn’t a reason not to. But if you want to gain awarness into new industry initiatives and leadership, or get unprecedented exposure to Boston’s largest FinTech network, get direct access to startups, institutions, investors, and service providers, this is the event for you.

where do I go?

Boston FinTech week hosts events all over Boston Massachusetts! Check out the map below for more details

Daniel New

Managing Director at EY

Cathy Cobey

EY Global Trusted AI Advisory Leader

Cynthia Doe

Americas Advisory Risk Leader at  EY

Panelists

Starting your own business and picking the right niche in no time

How can we make wealth possible for all? Panelists will envision moving beyond outdated myths about financial security. These industry leaders will combine evidence-based research from cutting-edge innovations with big ideas and creative thinking. The panel will also explore the roles that different stakeholders can play, from employers to financial institutions, to fintechs, to wealth building platforms. The panel will spark blue sky strategizing; you will walk away inspired to make wealth possible for all and equipped with ways to make that happen.

Roshni Chowdhry

Head of Customer Experience

SafetyNet

Additional panelists announced shortly, check back

Timothy Flacke

 Executive Director

Commonwealth


Aparna Ramesh

SVP and Chief Administrative Officer, FedNow

Federal Reserve Bank of Boston

Sydney Atkins

Head of Private Wealth Management

Ellevest


Sarah Willis

Director of Financial Health

MetLife Foundation

Check back for the Boston FinTech Week 2019 schedule of events

2019 Content Tracks:

Monday 9/9

Capital Markets & Investing

Tuesday 9/10

Insurance

Wednesday 9/11

Banking & Wealth Management

Thursday 9/12

Payments & Lending

Financial Health & Financial Security

Monday 9/9

Capital Markets & Investing

Tuesday 9/10

Insurance

Wednesday 9/11

Banking & Wealth Management

Thursday 9/12

Payments & Lending


Financial Health & Financial Security

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the events

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How can we make wealth possible for all? Panelists will envision moving beyond outdated myths about financial security. These industry leaders will combine evidence-based research from cutting-edge innovations with big ideas and creative thinking. The panel will also explore the roles that different stakeholders can play, from employers to financial institutions, to fintechs, to wealth building platforms. The panel will spark blue sky strategizing; you will walk away inspired to make wealth possible for all and equipped with ways to make that happen.

2018 Sponsors 

Starting your own business and picking the right niche in no time

How can we make wealth possible for all? Panelists will envision moving beyond outdated myths about financial security. These industry leaders will combine evidence-based research from cutting-edge innovations with big ideas and creative thinking. The panel will also explore the roles that different stakeholders can play, from employers to financial institutions, to fintechs, to wealth building platforms. The panel will spark blue sky strategizing; you will walk away inspired to make wealth possible for all and equipped with ways to make that happen.

FinTech Sandbox Platinum Sponsors

Starting your own business and picking the right niche in no time

How can we make wealth possible for all? Panelists will envision moving beyond outdated myths about financial security. These industry leaders will combine evidence-based research from cutting-edge innovations with big ideas and creative thinking. The panel will also explore the roles that different stakeholders can play, from employers to financial institutions, to fintechs, to wealth building platforms. The panel will spark blue sky strategizing; you will walk away inspired to make wealth possible for all and equipped with ways to make that happen.

2018 Partners

Starting your own business and picking the right niche in no time

How can we make wealth possible for all? Panelists will envision moving beyond outdated myths about financial security. These industry leaders will combine evidence-based research from cutting-edge innovations with big ideas and creative thinking. The panel will also explore the roles that different stakeholders can play, from employers to financial institutions, to fintechs, to wealth building platforms. The panel will spark blue sky strategizing; you will walk away inspired to make wealth possible for all and equipped with ways to make that happen.



http://bostonfintechweek2019.splashthat.com

For questions and inquiries, contact: 

BostonFinTechWeek@FinTechSandbox.org

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