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Wealth Management: Technology Trends

Enabling Growth in a Time of Change: Building a Wealth Platform for the Future

Charles River recently hosted a panel discussion with industry thought leaders to discuss challenges in the wealth management industry and how firms are adapting. In particular, the group focused on viewing financial advisor experiences through a technology lens that enables growth and agility.

Some of the questions covered:

  • What does an advisor need to do their job effectively?
  • How are emerging trends changing the way firms think about their wealth offerings?
  • How can technology support wealth management operations and growth?

Industry Thought Leaders

Cameron Taylor
Senior Analyst, Wealth Management
Cutter Associates

Cameron Taylor is a Senior Research Analyst in Cutter Associates’ Wealth Management practice which supports the technology and operational needs of the wealth industry through research and consulting. Prior to his current role, he led product strategy for FIS’ wealth division from 2014 to 2018. He has also held positions at BNY Mellon, Bank of America, and SEI.

Cem Er
Director, Wealth Product Management
Charles River Development

Cem Er leads Charles River’s Wealth Product Management Team and provides direction and thought leadership for wealth management related capabilities including modeling and optimization. Prior to joining Charles River, Cem was a Head Trader and Portfolio Manager at Cobblestone Capital Advisors. Cem is also a CFA Charter holder.

Sean Durkin
Senior Product Manager, Wealth Product Management
Charles River Development

Sean Durkin is a Senior Product Manager in the Charles River Wealth Product Management Team and is responsible for order generation capabilities including rebalancing and tax harvesting. Prior to joining Charles River Sean was a Product Manager at Financial Software Systems. Sean is a certified FRM holder.