Senior Director, Strategy and Content
American Banker Live Media
Mary Ellen Egan is a journalist with more than 25 years of experience in business and investigative journalism. She has been a staff writer and editor at Forbes, The American Lawyer, First Amendment Watch and American Banker. She has freelanced for Bloomberg, Bloomberg Law, University of Chicago Booth School of Business, Stanford Graduate School of Business and Thomson Reuters. She is currently an adjunct professor of journalism at New York University.
Over the next decade, an unprecedented generational wealth transfer—estimated at $84 trillion in the U.S. alone—will reshape the financial landscape. Women are expected to control a significant share of this wealth, making them one of the most influential investor groups in history. At the same time, the definition of “investable assets” is evolving, with growing interest in alternatives such as digital assets, Bitcoin, private markets and real estate. This panel will explore how banks and wealth managers can position themselves to serve women investors during this transformation.
When it comes to customer trust and engagement, bank and financial services executives are confronted by declining loyalty and higher expectations for personalized, seamless digital experiences. The challenge for leaders is in developing a strategy that builds trust in an era of data-driven personalization and AI decisioning. The roundtable discussion will focus on how leaders ensure customer-centric strategies while balancing privacy and ethical use of data.
As customers expect banks and financial institutions to conduct business on their behalf in real time, the world of digital finance is rapidly evolving to anticipate and satisfy the needs of retail and commercial customers that are increasingly demanding products and app services—from instant payments to trading settlement and beyond—that are faster, better and cheaper. Panelists discuss the process for developing a roadmap for the successful implementation and adoption of Innovative products and services in various business lines that will appeal to customers who want an instant-everything experience and results.
What’s expected by employees in the workplace—from Baby Boomers to Gen Zers—is radically different from one generation to the next. In the war for talent, how do companies acquire, retain and manage employees’ differing expectations, work and communication styles, and feedback requirements. The intentionality of leadership could unlock greater innovation, productivity and performance across the enterprise.