John R. Crittenden | Founder, Mondigi & Director of Strategy & Partnerships

John R. Crittenden, Founder, Mondigi & Director of Strategy & Partnerships, Pefin

John R. Crittenden is an entrepreneur with broad experience across asset management, sales and marketing, consumer financial brands, and digital wealth management platforms.
Prior to Mondigi, he was one of the earliest executives as Director of Institutional Services at Acorns, one of the first and most successful robo-advisor platforms focused on wealth management, where he also served as Chair of the Investment Policy Committee. His extensive background includes HNW retail and Institutional asset management roles at Morgan Stanley, Proctor Investment Managers, and Crowell, Weedon/D.A. Davidson. He is available for public speaking, fintech strategy consulting, and acts as a special Advisor to multiple fintech platforms. John is a Chartered Alternative Investment Analyst (CAIA), and has a Certificate in Wealth Management from NYIF.


Wealth 2.0 Day 1 - 28th November 2018 @ 09:20

A crash is coming – Are investment managers as well as its digital offerings (Robos) prepared and will clients thank them for their efforts after?

  • Does investment management have a problem with risk mitigation given 10 years of QE and traditional non-correlations becoming correlated?
  • Are the strategies on the money making and risk management side becoming inadequate for the coming turbulence?
  • Retail customers deserve better than passive net long strategies?
  • Is the investment management world ready to control client risk during mass market turbulence?
  • Has the robo-advice industry become too focused on the bells and whistles and not the renaissance of investment strategies to the mass market?

Wealth 2.0 Day 1 - 28th November 2018 @ 15:00

The impact of digital transformation on customer experience: Dos and don’ts from industry experts

  • Understanding the new digital customer – drivers for change?
  • Strategies for transforming the internal IT ecosystem
  • Personalisation of experiences is fundamental?
  • Considerations for agility, future overhauls and updates

Wealth 2.0 Day 1 - 28th November 2018 @ 17:00

Experience of added-value generated by technology and cost transformation

  • Strategies for implementing infrastructure which enables technology-driven capabilities: when, how, and where?
  • Focusing on user-experience and keeping a positive client experience as the end-game
  • Maintaining a “people-centred business” outlook, with a digitally enabled back-office

Wealth 2.0 Day 2 - 29th November 2018 @ 11:00

Changing investor demographics: Underpinning the 'wants and needs' of the new customer pool

  • A change in financial behaviours: Which habits are reshaping investment decisions today?
  • Boomers transitioning from an orientation of full-on accumulation to an acutely greater focus on disbursement
  • The rise of women in wealth: How can advisory models adapt to cater to women’s needs?
  • Preparing for the inter-generational wealth transfer and upheaval of our changing investor demographic
last published: 27/Nov/18 11:35 GMT

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