It’s all hands on deck at Hearsay Social as we prepare for our fourth annual Innovation Summit (#hearsaysummit), which takes place this Thursday, May 5, in our hometown of Silicon Valley. We’re honored to host nearly 100 executive leaders and startup thinkers from the financial services industry and beyond for a day of thought-provoking discussion about the future of financial services products, distribution and the new customer experience.
Key themes include what the ongoing role of human advisors and agents should be in an era of direct-to-consumer options and changing consumer expectations, and the implications of the recent Department of Labor ruling regarding fiduciary duty. Attendees represent various sectors and functions of the industry, including wealth management, mortgage, insurance and banking, as well as general management, marketing, technology, compliance and distribution.
In a series of TED-style talks, fireside chats and – new this year – a spirited presidential-style debate, guests will learn the latest industry perspectives, best practices, challenges and growth opportunities from leaders and disruptors in both financial services and technology.
Shelley O’Connor, co-head of Morgan Stanley Wealth Management (@morganstanley), will deliver the opening keynote address. Clara Shih (@clarashih), CEO and founder of Hearsay Social, will present her perspectives on today’s omnichannel, always-connected customer journey and what firms and advisors must do to own the digital last mile.
Attendees also will hear from Kenneth Lin (@kennethlin), CEO and founder of Credit Karma, and Amit Jhawar, COO of Braintree (@braintree), as they discuss how they’re revolutionizing the way people obtain credit scores and companies process payments. Charles “Chip” Roame (@chiproame), managing partner at Tiburon Strategic Advisors, will present the firm’s latest wealth management research.
Also on the agenda is a friendly “robo-advisor versus traditional brokerage showdown” featuring the CEOs of two robo-advice startups – Michael Sha of SigFig (@sigfiginsights) and Bo Lu (@bolu) of FutureAdvisor (acquired by BlackRock) – and Naureen Hassan, chief digital officer of Morgan Stanley Wealth Management.
To provide a broader view of technology at large and the forces shaping Silicon Valley, Debbie Sterling (@debbieblox), CEO and founder of Goldieblox, will share her startup story and viewpoints on where the tech industry is heading. Special guest Jon Sakoda (@jonsakoda), general partner of venture capital firm New Enterprise Associates, also will discuss his expert insights on the current and future state of tech.
Check out #HSonAir’s special podcast for more on what to expect:
Also, be sure to follow us on Twitter at @hearsaysocial and #hearsaysummit this Thursday, May 5, for live Summit coverage, and check back for key learnings and takeaways from the event!