On Wednesday, June 3, Hearsay Social will bring together key thought leaders in financial services and Silicon Valley technology for its third annual Social Business Innovation Summit (#SBIS15).
Following the huge success of last year’s Social Business Innovation Summit (watch the video), Hearsay Social has once again developed an exciting program that will drive conversation and action around the digital transformation that is taking place within the financial services industry. Executives and thought leaders representing multiple functions, including the C-suite, sales, marketing and compliance, from some of the world’s top financial services firms will convene in downtown San Francisco to connect with CEOs of disruptive technology companies, and learn how they are innovating and redefining established markets.
The Summit will include a combination of TED-style keynotes, fireside chats and many opportunities for attendees to network and share ideas with their peers from around the world.
Clara Shih (@clarashih), CEO and founder of Hearsay Social, will begin the dialogue by sharing her perspectives on why today’s advisor risk becoming obsolete. She’ll discuss why and how advisors and their financial services leaders must quickly adapt to best reach and serve clients.
Attendees also will hear from Dan Preston (@danpres), CEO of Metromile, a technology company that has completely changed the relationship between consumers and car insurance, as well as Dave Girouard (@davegirouard), CEO and founder of Upstart, the leader in marketplace lending that is fulfilling a need overlooked by traditional banks. Elad Gil (@eladgil), CEO and founder of Color Genomics, will share his insights on technology’s impact on human lifespans and, in turn, the wealth management and insurance industries.
From within the industry, Summit attendees will hear from Tash Elwyn (@tashelwynRJ), president of Raymond James & Associates, about the transformative role that social media and technology plays in wealth management. Knut Olson (@knutolson), senior vice president of mission advancement at Thrivent Financial, will discuss what Thrivent is doing to innovate and modernize its advisor force in order to stay connected with clients to grow business and deepen relationships.
Be sure to follow #SBIS15 and @hearsaysocial on June 3 for live Summit coverage and to follow the conversation, and check back for a round-up of key learnings and takeaways.
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