What's Next? Adapting to Rapid Change

The last year ushered in sweeping changes that impact financial services and partners serving ultra-high net worth clients. Firms are left needing answers about which digital methods and tools will sustain if conditions get back to normal, how to reinforce culture among a hybrid employee base, and how to gain an edge on competition and reach prospects now that the world is trending toward digital rather than physical processes. Tying in the themes covered throughout the first two days of the forum, Robert Sheahan, Head of Consulting at BNY Mellon | Pershing, will address these questions and provide guidance on how firms should plan to adapt.  

Robert Sheahan, Vice President, Head of Consulting, BNY Mellon | Pershing

Moderated by Ruth Easterling, Managing Director, Member Services, FOX