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IIAC The Force of Wealth Tech

November 24 @ 9:05 am - 10:15 am

The Value of Integrating Behavioural Science and Technology

Brian Pasalich, co-founder and CEO of Syntoniq, the behavioural science company that powers our behavioural finance informed risk tolerance product InvestorEQ, will be speaking on this panel looking at how wealthtech is delivering behavioural systems that enable advisors to develop deeper client relationships by bringing non-conscious factors to the level of consciousness.   The panel will discuss how behavourial systems extend into risk tolerance software, behavioural engagement software and CRM tools. The will also talk about how insights from behavioural science are being translated into digital tools that open doors for wealth management firms and their advisors to enhance client engagement and provide valuable differentiated advice and achieve better client outcomes.

Details

Date:
November 24
Time:
9:05 am - 10:15 am

Organizer

Investment Industry Association of Canada
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Venue

Vantage Venues Conference Centre
150 King St W, 16th Conservatory Suite
Toronto, Ontario M5H 1J9 Canada
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