Top Tweets for #ABAWMTC
Today ABA honors the recipients of our inaugural 40 Under 40 in Wealth Management award recognizing wealth management and fiduciary professionals committed to the highest standards of achievement at work and in their communities. #ABAWMTC
Read more: https://t.co/lRSwtrBeQm
The latest @BankingJournal Podcast episode — sponsored by @NICE_Actimize — features three of ABA's 40 Under 40 in Wealth Management honorees representing the full spectrum of the wealth management sector. They'll be honored this week at #ABAWMTC.
Listen: https://t.co/9X5jbohKGt
New on the podcast: get to know three leaders being honored during today's #ABAWMTC as part of the inaugural @ABABankers WM 40 Under 40..
Hear from @missjlaE, @bbh's Fernando Soto & @INTRUSTBank's Cecilia Thibault: https://t.co/Nzz1c7kro7
Thanks to sponsor @NICE_Actimize!
Don’t miss the “Redefining What It Means To Be Prepared” discussion at the virtual @ABABankers #ABAWMTC, and stop by and see us in the Marketplace! Find out more: https://t.co/gDkghqzXkR
Will you be at the virtual @ABABankers #ABAWMTC? Stop by our virtual booth to see how Broadridge can help create efficiency and deliver data-driven insights that drive success for your firm. Transform your business and get ready for what’s next. https://t.co/KsPaeEmMSV
As we mark #WomensHistoryMonth, DYK women manage $21 trillion in wealth? Learn how banks can better engage women in financial planning in this @BankingJournal Podcast w/ @usbank Vice Chair and #ABAWMTC keynoter Gunjan Kedia, sponsored by @ReichAndTang.: https://t.co/io01uX3OA8
Great Keynote John Cashion, Director of Culture #Transformation at @RitzCarlton. "Memorable Customer Service is about making emotional connections with people and turning every customer interaction into a defining moment." Spot on John. #wealth #fintech #ABAWMTC @ABABankers
We're off to a great start at the @ABABankers Wealth Management & Trust Conference! Looking forward to connecting with clients and partners #ABAWMTC.
The spirit of San Francisco is electric and it was energizing to be around lots of folks who are dreaming big.
Loved the MLK monument and art museum and had fun repping @BrinkerCapital at the #ABAWMTC.
Now it’s time to get home to my Valentines.
Thanks to Bill Martin, CIO of @INTRUSTBank and @ABABankers, for putting together another great #ABAWMTC event! We enjoyed spending time with our clients and partners #DigitalTransformation
#ABAWMTC 2019 closing out strong with highly entertaining presentation from @danielcrosby on #behavioralfinance w/ more insights than Twitter's character limit can handle...will share one...conduct a "pre-mortem" with new hires and new clients to anticipate why would leave you.
Bill Martin, CIO of @INTRUSTBank
and our #ABAWMTC Advisory Board chair and Mark Nitzberg, PhD, @berkeley_ai and @SmartleafInc co-founder speak about the Transformation of Advice and Work in a World of Thinking Machines
@ABABankers
#AI
#MachineLearning
#hybridadvice
Great meeting everyone at #ABAWMTC this year, @MaggieORourke17 and I had a great time at our first conference! If anyone else is interesting in chatting about @CoconutSoftware let’s connect #appointmentscheduling #DigitalTransformation
Timely analysis for #ABAWMTC from @FinancialBrand / @Accenture. 2/5 are “digital nomads...open to the idea of self-assembling their own suite of (banking, wealth, pfm) products from component parts)".
Disrupt yourself before someone does it for you.
https://t.co/8XPJHd1T9E
Digital Disruption panelists Stuart DePina head of @Yodlee, Drew Sievers @TrizicCo CEO and Kevin Hughes of @MoneyGuidePro opine on power of #aggregation and enriched data to support digital acct opening, financial planning and predictive analytics.
@ABABankers
#ABAWMTC
John Yackel of @ENVintel
introduces Digital Disruption Within Bank Wealth Management session w/ overview of how technology combined and harmonized with human advisors can be used most effectively to maximize productivity and create capacity to spend more time w/ clients
#ABAWMTC
Technology maximizes time with clients - our mission at @CoconutSoftware is to ensure financial institutions make the most of their appointments with their customers #ABAWMTC
Kristen Johnson of @Fidelity4BD_RIA
shares research highlighting advisor talent shortage and business benefits of diversity and inclusiveness.
@ABABankers
#ABAWMTC
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