Meghna Mukerjee

Global Wealth and Asset Management Analyst Lead - EY Knowledge

[Datos Insights @DatosInsights]

Don't miss Special Guest Speaker Neesha Hathi, Head of Wealth & Advice Solutions at Charles Schwab, at our Wealth & Asset Management Forum! REGISTER TODAY! #WAMForum https://t.co/uA0co92dSy

[Temenos @Temenos]

Our CEO Max Chuard kicks off #TCF2022 in London. 3000+ clients in more than 150 countries trust Temenos, allowing us to increase #investment in our solutions massively and develop the right #platform for #agility, #scale and #innovation.

[Meghna Mukerjee @MeghnaMukerjee]

Join us!

[Datos Insights @DatosInsights]

TODAY at 11:00 am ET! Join Aite-Novarica Group Wealth Management Practice Director Alois Pirker and his expert team for a live #webinar: Top 10 Trends in Wealth Management, 2022. Register at https://t.co/XCIwcWJRro. #top10trends #wealthmanagement

[Datos Insights @DatosInsights]

That’s a wrap! Thank you to ALL our attendees, speakers & sponsors who made our 4th Annual Wealth Management in Transition event such a success. We wish you ALL a happy & safe holiday season and hope to see you in person next year!
#WMIT2021 #wealthmanagement #wealthtech

[Datos Insights @DatosInsights]

ANG's @MeghnaMukerjee kicks off our 1st panel of the day at #WMIT2021 on “Evolution Toward a Dynamic Customer Segmentation” w/ experts Ryan Alexis (@BlackDiamond), Tom Burmeister (@NaviPlan), Dean Butler (@mandgplc), and Ilan Davidovici (@EdwardJones)
#customersegmentation

[Meghna Mukerjee @MeghnaMukerjee]

@AaronKlein @AiteGroup Thanks for being on the panel and sharing your great insights Aaron!

[Datos Insights @DatosInsights]

ANG's @MeghnaMukerjee leads our 3rd panel at #WMIT2021 on “#Financial #Householding—#Aggregation Efforts and Emerging Unified Platforms” w/ experts Philip Barnes (@Old_National), Michael Doniger (@MoneyLion), Anton Honikman (@MyVestCo)
and Aaron Klein (@Riskalyze)

[Datos Insights @DatosInsights]

Aite-Novarica's Alois Pirker sharing key research findings at today's Wealth Management in Transition Executive Forum #WMIT2021. Join us at https://t.co/PfS0kiQ4Bx #wealthmanagement #financialplanning #wealthtech #wealthadvisors #brokerdealer

[Datos Insights @DatosInsights]

And, we're live! @AiteGroup’s Wealth Management in Transition Executive Forum #WMIT2021 kicks off now w/ opening remarks by ANG's Alois Pirker. We're looking forward to a great event, let’s get started! https://t.co/PfS0kiQ4Bx #wealthmanagement #financialplanning #wealthtech

[Datos Insights @DatosInsights]

Hot off the press! Top 25 Global Wealth Management Firms Market Monitor, 2021 annual report by Aite-Novarica's @MeghnaMukerjee - See more at https://t.co/gqG37heKCq
#global #wealthmanagement #clientassets #financialinstitutions

[Women In Finance Summit & Awards Series @WIFSeries]

Some brilliant and truly insightful conversations at #WIFSummit so far this morning.

We're joined by @avivaplc, @PwC @TiPJAR_tweets & @AiteGroup who are live now, discussing the wins & challenges with democratising #finance.

Tune in 👉 https://t.co/AZFWwksZM0

[Datos Insights @DatosInsights]

.@AiteGroup's @MeghnaMukerjee kicks off our first panel of the day “Turbocharging Prospecting, Marketing and Client Acquisition in the Digital Normal” w/panelists Dipti Kachru (@jpmorgan Wealth Management), Scott Reddel (@Accenture) and Melissa Rother (@RingCentral) #DIWM21

[Datos Insights @DatosInsights]

We're back! @MeghnaMukerjee leads our 2nd panel on “Regtech’s Role in Building Trust” w/ panelists Carlos Ayesa (@caixabank), Nalika Nanayakkara (@EYnews), Kjetil Ødegård (@formue), Mike Orr (@SeismicSoftware), and Kabir Sethi (Bank of America Merrill Lynch) #DIWM21

[Datos Insights @DatosInsights]

"The shift towards #financialwellness and #advice requires expanding the role of #wealthmanagement." - @AiteGroup research director Alois Pirker shares opening remarks at #DIWM21

[Datos Insights @DatosInsights]

Sallie Krawcheck, CEO and Co-Founder of @Ellevest speaks with @AiteGroup's Alois Pirker during today's fireside chat on democratization of investment access. https://t.co/LYaYopHK1J #wealthmanagement #democratization #investmentaccess #femaleinvestors #DIWM21 #financialwellness

[Datos Insights @DatosInsights]

We're on a short networking break at #DIWM21 – Please visit our sponsors for a chance to win some cool swag! @Accenture @InvestCloud @RingCentral @Avaloq @SSCAdvent @MyVestCo @NaviPlan @orionadvisor @OrtecFinance @Refinitiv @WeAreSEBA @SeismicSoftware @eMoneyAdvisor

[Meghna Mukerjee @MeghnaMukerjee]

@mikeorr8 @AiteGroup @jpmorgan @Accenture @RingCentral Thanks a tonne Mike! Coming from you .. It's a really big compliment. Really enjoyed our panel as well.

[Datos Insights @DatosInsights]

Just 3 weeks until @AiteGroup's Digital Innovation in Wealth Management Executive Forum #DIWM21. Check out our excellent speaker lineup and current agenda at https://t.co/LYaYopZlqj and register today! #wealthmanagement #digitalinnovation #fintech #innovation #awards

[Datos Insights @DatosInsights]

We're a proud partner of this week's @Finovate Europe! Be sure to catch @AiteGroup analysts @ecameri, @MeghnaMukerjee, Vinod Jain & Wally Okby as they lead panels of expert speakers. Save 20% using our partner code FKV2378FFW https://t.co/vxnQjPOCS2 #Finovate #FinovateEurope

[Meghna Mukerjee @MeghnaMukerjee]

Excited to discuss how #wealthmanagers are rethinking the #valueproposition in an era of hyper #personalisation with @CloseBrothers @avivainvestors @Renta4 at Digital Wealth Virtual https://t.co/a2n4uDxM3y Don't miss it! #digitalwealth @InformaConnect @AiteGroup