Key Themes & Changes in Wealth Management Client Experience and the Impact of Generative AI

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Key Themes & Changes in Wealth Management Client Experience and the Impact of Generative AI

About the speakers
  • David Penn
    David Penn
    Research Analyst at Finovate
    David Penn has 20 years of experience as a writer, blogger, and journalist covering the financial markets, small business, and technology. One half of the research team at Finovate.com, he authors Finovate Global, a weekly look at fintech in developing markets around the world.
  • David Porter
    David Porter
    Managing Director at Genesys
    David serves as the leader of the Financial Services sector at Genesys, helping some of the world’s largest banks, insurance, and wealth management firms to create a better customer experience. Before Genesys, David spent his career working with customers while at JP Morgan Chase, American Express and Lloyds Bank.
  • Christopher R. McDonald
    Christopher R. McDonald
    Leader, Wealth Management Sector at AWS
    Chris serves at the Industry Specialist of Capital Markets at AWS. He has over 20 years of experience with roles focused on global product management, compliance and regulation at Bloomberg and executive management roles at Goldman Sachs, JP Morgan Chase.

Key takeaways