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North America

Datos Insights Wealth Management Forum

Date & Time: October 16, 2025, 7:30AM to 6:30PM
Venue: Apella Hotel, New York City, NY

Event Header Image Datos Insights Wealth Management Forum EN

Backbase will be featured at the Datos Insights Wealth Management Forum, where Marc Corbett, VP Solution Engineering, will join a roundtable discussion on: “AI and Alternative Data in Client Communications: Breaking Through the Noise.”

This session will explore how wealth management firms can harness new technologies to elevate client engagement and deliver personalized value. Key discussion areas include:

  • AI-driven content personalization

  • Leveraging alternative data for richer client insights

  • Automated yet personalized reporting

  • Next-best-action recommendations to strengthen relationships

The conversation is designed for client communications leaders and digital strategy heads and will be especially valuable for firms serving multigenerational client bases.

Join Marc and fellow industry experts to discover how AI-powered communication strategies can cut through the noise and help firms stand out in a crowded market.

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