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Trends in Digitization for Wealth and Asset Management Firms

 July 30, 2020  |  12PM ET

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Now, more than ever, digitization has become an essential part of business, particularly in Wealth and Asset Management. While firms recognize the need to change, and are already doing so, we believe that there are opportunities to move faster. The winners will re-invent themselves by creating differentiated, personalized, and efficient onboarding and client servicing experiences.

Please join us to listen to hear experts discuss current industry trends and how no-code Wealth and Asset Management solutions can help firms to become nimble by streamlining and digitizing processes to address the needs of the market.


Sumit Malhotra

Head of Wealth and Asset Management, Unqork

Sumit leads the Wealth and Asset Management business at Unqork. He has over 25+ years of experience in helping Wealth and Asset Managers (”WAM”) transform global businesses into customer-centric, digital, and efficient organizations.

At Unqork he works with executives of leading global WAM clients to deliver digital solutions that create “Market Defining” opportunities to drive new revenues, “Reimagine the client lifecycle” to enhance customer experience, and “Digitize Operations & Servicing'' that results in significant cost savings. 

He brings an understanding of business strategy and experience leading successful implementations through a blend of hands-
on experience running global operations functions, coupled with extensive management consulting experience. 

Prior to joining Unqork he was a partner at Deloitte, IBM & KPMG and has also held executive positions at MasterCard & Bridgewater.

What you'll learn:

  • Why there is an increased need for digitization in the current environment.

  • Industry trends in sales and servicing that are significantly impacting customer experiences, from the first touch point with the client and throughout the client lifecycle.

  • How Unqork solutions can help you to improve the customer experience and streamline lengthy and complex processes to achieve greater efficiency.

  • The benefits of no-code to dramatically reduce time to market while replacing legacy systems and fragmented workflows.

Phillip Kerkel

Managing Principal, Capco

Phil has over 20 years of multi-disciplined international consulting experience, directing projects at the senior executive level for top tier Wealth Management, Investment Management, and Insurance clients.

At Capco, Phil works with select industry leading firms delivering innovative solutions for HNW/UHNW Advisory, Trust, RIA, Institutional Asset Management, and Life Insurance clients. 
Phil has a specific focus on client and advisor experience, digital channels, operating platforms, and onboarding and servicing capabilities.

Prior to joining Capco in 2010, Phil led the professional services team for NorthStar Systems, managing the delivery of NorthStar’s Wealth Management advisor workstation solution. 

Prior to NorthStar, Phil spent 11 years in management consulting providing technology strategy, architecture, design, and implementation services for leading Financial Services clients.