It’s 2018, and we are, in the famed words of the late Steve Jobs, “at the intersection of computers and humanism.” Artificial intelligence and automation are penetrating every part of our lives. Robotics are shaking up age-old practices, like animal husbandry, that haven’t changed much in centuries. The implications of blockchain technology on institutions, government, and society at large are massive. And, after a decade of voice technology being replaced by instant messaging and text, voice is experiencing a resurgence thanks to Alexa and Siri.
The convergence of technology and financial services also is accelerating at an unprecedented pace. Global fintech activity hit a new quarterly record in 2018 with $5.4 billion raised across 323 deals, and the world’s largest firms continue to make enormous technology investments, according to VC industry tracker CB Insights.
Yet, in the hundreds of conversations I’ve personally had with both in-the-field financial advisors and the best corporate minds in the business, the questions remain: How do we marry the incredible promises of technology and digital with the reality of an advisor’s largely analog day-to-day, and the business outcomes that truly matter? How should we balance our appetite for AI solutions with human subject matter expertise in something as personal as financial advice?
I’m excited to bring together more than 130 leaders in financial services to discuss these challenges and continue the Advisor Cloud Conversation at Hearsay’s sixth annual Hearsay Summit (#HearsaySummit), which takes place this week on May 23 and 24.
Register to watch the Day 2 (May 24) livestream
Our marquee event will feature two exciting days of thought-provoking conversations, connections, and inspiration – all against the beautiful backdrop of San Francisco, Hearsay’s hometown. This year’s program will have small-group round table sessions, inspirational TED-style talks, fireside chats, and dynamic panels featuring exceptional leaders from financial services and Silicon Valley including:
- Erik Jepson, Managing Director, Head of Digital Marketing, Morgan Stanley Wealth Management
- Kirk Dudtschak, Executive Vice President, Personal and Commercial Banking, Royal Bank of Canada
- Ed Fandrey, U.S. Vice President of Financial Services, Microsoft
- Maran Nelson, CEO and Co-Founder, Clara Labs
- Executives from Facebook, LinkedIn, and Salesforce
- And many more
Top of mind will be how machine learning and automation can power highly specialized, industry-specific workflows that not only eliminate the manual tasks that continue to plague advisors’ day-to-day, but increase both the amount and accuracy of data flowing through corporate CRM systems. We will also discuss why the industry’s recordkeeping requirements are actually a game-changing opportunity for corporate teams and advisors to learn from, and act on, data.
We will learn how sales, marketing, and IT teams at top global firms are collaborating to integrate advisor-client engagement channels – social media, texting, mobile voice, email, advisor websites, and more – and building full-funnel, scalable field digital programs that measurably lift advisor productivity and client satisfaction.
Last but not least, we will announce the launch of a new, powerful Hearsay solution that will become an advisor’s go-to communications app to engage with clients on their preferred channels, compliantly.
For the full agenda and speaker lineup, visit www.hearsaysummit.com.
I also encourage you to attend virtually and participate in the discussion on Thursday, May 24, when we take to the main stage! You can:
- Watch the livestream, which begins at 9 a.m. PT
- Follow #HearsaySummit, @HearsaySystems, and me (@ClaraShih) on Twitter
- Subscribe to the Hearsay blog to read my event takeaways
See you there!