This is the archived SXSW 2012 schedule. Please see the current schedule here.

My Financial Advisor Is an Algorithm

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The panel will explore the role of digital in selling complex services and products - using financial advisory as an example. For years, financial institutions have sought ways to make true financial advice available online. But did they find a way to satisfy their more independent customers? We will talk about the ways in which digital technology is transforming the way we market (and receive) financial advisory services. Take a peek at projects from our research labs. One features a room designed in a joint effort with the University of Applied Sciences in Darmstadt, Germany: It provides a digitally enhanced advisor-client conversation, using a multitouch table and a screen wall. The other is seeking to grant investors more control in a more integrated process by creating a platform for both, advisors and investors. We will investigate whether digital technologies will – one day – create the category killer for personal financial advising or take it to the next level.

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Presenters

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Gib Veconi CEO Peridrome Corporation

Gib Veconi is President of Peridrome Corporation. He is the former Director of Separately Managed Accounts Technology for Lord Abbett & Co., and is a prior chair of the Money Management Institute’s Operations and Communications Standards Committee. Before joining Lord Abbett, Mr. Veconi was Managing Director and Chief Information Officer for Wall Street Access, a retail and agency institutional broker-dealer, and leading online broker.

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Stefan von den Driesch Managing Partner mediaman GmbH

Co-founder of mediaman, a digital agency located in Germany, China, USA, and Argentina. Stefan is copywriter, karateka (JKA) and board member of Deutscher Werkbund. He studied Political Sciences, History and Journalism. Lives in Mainz/Germany, Great Wine Capital and city of Johannes Gutenberg.

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Sylke Laine Dir of User Experience Mediaman

Sylke is Director of User Experience at mediaman // expect more from digital. Throughout her agency career she has worked for many clients in the financial industry, including Deutsche Bank, Pioneer Investments and DWS Investments.

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