October 27, 2016
8:00am – 1:45pm

Agenda | Location

The momentum to create services to power the digital economy has created a newly-designed set of banking and brokerage strategies. These have attracted the digital natives and accelerated a culture shift in the digital immigrants. Starting with the digitization and correlation of form-based, voice and programmatic transactions, the supply chain of digital experiences now includes the integration of social media, visual tools and internet of everything. New global payment channels, P2P and cryptocurrencies are genetically transforming the traditional intermediary services provided by the capital markets industry. Added to this are the challenges presented from remapping service portfolios, countering new security threats using new channels to draw in new customers and attracting new employees to fuel/ lead the digital age. The expectations and empowerment of people inside and outside the enterprise are challenging this Digital Anatomy. This seminar is designed to highlight the marketplace trends, threats, challenges, strategies and essential toolkit to deal with this environment.

Join the conversation! Tweet us @WSTAORG and use #WSTADigitalBiz

Sponsorships are available – Contact info@wsta.org or call (732) 530-8808


8:00-8:30AM Registration and Breakfast Sponsorship Available

8:30-8:35AM WSTA Introductions:
Casey Santos, Chief Information Officer, General Atlantic and WSTA 1st Vice President

8:35-9:05AM Keynote Presentation: “Digital Empowering Businesses: From Current Tactics to Future Strategy” 

9:05-9:30AM Premier Speaking Sponsor: “Moving from ‘We Should’ to ‘We Can’ in Creating a Frictionless End-to-End Experience”

9:30-9:55AM Luncheon Sponsor Presentation: “To Boldly Go: A Digital Journey”

9:55-10:20AM Break and Demo Area Visit (Sponsorship Available)

10:20-10:45AM “The New Developer’s Role In Building a Digital Business”

10:45-11:10AM “Seize the Digital Moments through Customer Journey Analytics”

11:10-11:35AM “Customer Engagement & Service Transformation using NLP, AI and Robo Agent Technologies”

11:35-12:00PM “Technology Trends Driving Digital Transformation”

12:00-12:30PM Luncheon and Demo Area Visit Sponsored by Avanade

12:30-12:55PM “Riding the Wave of Digital Transformation: How Financial Institutions Can Drive Value from Digitization”

12:55-1:20PM “Application Complexity, Do You Know What it Means to Customers?”

1:20-1:45PM “A Map for the Road to Digital Delivery”

1:45 Seminar Concludes

Agenda, Speakers and Times Subject to Change

Registration Information

WSTA Corporate and Individual members receive complimentary admission to WSTA Seminars. To see if your financial firm is currently a WSTA member, click here. For information about joining the WSTA as a Corporate or Individual Member, please visit our membership page.

Not quite ready to commit to membership but would like to attend this event?
We invite you learn about our organization, its educational programs, and networking opportunities by registering as a community member. You will receive discounted admission to this seminar plus receive the Limelight e-Newsletter, Ticker e-Zine and notifications of upcoming educational seminars/panel discussions. This is only open to technology professionals employed at financial firms (banks, brokerages, hedge funds, insurance companies, credit unions).

Premier Speaking Sponsor
Magenic 175 copy
Luncheon Speaking Sponsor
Avanade 175 copy
Speaking SponsorsBMC SoftwarecitrixDynatrace 175GitHub 175
SAP 175x75QlikPlatinum SponsorErnst & Young

The Yale Club of New York City
50 Vanderbilt Avenue
New York, NY
United States