While the financial industry has spent the past decade dealing with mergers, the financial crisis, and meeting regulatory requirements, other industries have embraced the digital revolution by evolving to the shifting consumer landscape and optimizing their processes to better serve them. As trust and confidence in banks and financial advisors continue to erode, many financial institutions are faced with re-evaluating the way they market, promote and offer products and services to a new generation of digitally native investors. As new financial startups (LendingClub, FutureAdvisor) and the big internet companies (Apple, Google, Facebook) enter the financial services space, too big to fail is turning into too big to evolve. Explore the evolution of technology and innovation in the financial services space, and how FinTech brands are marketing products and services to digitally native investors. Senior leaders in financial services, technology, brand marketers, and members of academia will examine the cultural and technological shifts needed, and the innovation required for an evolution in the banking industry, and what smart financial institutions are doing to catch up and ultimately win back the consumer.
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