2020 Highlights

Explore content from this year's event

Day 1

 

Clara Shih, Hearsay

Delivering the Human Client Experience in Extraordinary Times

  • Brad Auerbach of Facebook
  • Kathryn Lattuca of RBC


Sketchnotes | Presentation Slides

 

Glenn Shapiro, Allstate

The Future of Work


Sketchnotes

 

Fireside Chat between Brooke Forbes of Fidelity Investments & Clara Shih

The CIO Perspective on Technology Imperatives: Omnichannel, AI, and Customer Satisfaction at Scale


Sketchnotes

 

Fireside Chat between Naveen Agarwal of Prudential & Clara Shih

The Importance of the Last Mile


Sketchnotes | Presentation Slides

 

Fireside Chat between Dontá Wilson of Truist & Clara Shih

Delivering the Human Client Experience


Sketchnotes

 

Innovation Panel: Unlocking Human Potential

Jeremy Balkin of HSBC, Tim Henry of Farmers Group, Inc., Leyla Lesina of Guardian Life, Moderated by Will Trout of Celent


Sketchnotes

 

The Future of Social Selling

Josh Feyen of American Family Insurance, Michelle Smyth of RBC, Paulina Dudzinska of Co-Operators, Kristi Daraban from Nationwide, Moderated by Gloria Roheim McRae of Hearsay


Sketchnotes

 

What Keeps Compliance Officers Up at Night

Bill Tester of Ameriprise Financial, Stacy Cook of Northwestern Mutual, Andrew Sorenson of Hearsay, Moderated by Melissa MacGregor of SIFMA


Sketchnotes

Day 2

 

Clara Shih & Amy Webber of Cambridge Investment Research

Opening Remarks & Fireside Chat. Advisor of the Future: Winning Attributes, Behaviors, Competencies


Sketchnotes | Presentation Slides

 

Amanda Bradford, The League

The Omnichannel Dating Journey: Navigating Digital and Offline Connection in Today’s Swipe Culture


Sketchnotes | Presentation Slides

 

Hearsay Innovator Awards


Presentation Slides

 

Fireside Chat between Jim McCarthy & Stephanie Glashow of Morgan Stanley, Moderated by Leslie Leach of Hearsay

Sales & Marketing Partnership: The Key to Advisor Digital Transformation


Sketchnotes | Presentation Slides