P2P | Strategic Partnerships in WealthTech:
Accelerating Innovation and Growth
Session Date & Time:
Date: June 6th, 2024
Time: 9:40 AM - 10:30 AM
Presenter Information:
Name: Darren Duffy
Organization: Broadridge Financial Solutions
Session Description:
Join us for an insightful peer-to-peer session focused on exploring the power of strategic partnerships in the WealthTech sector to drive innovation and fuel growth.
WealthTech, at the intersection of finance and technology, continues to witness exponential growth, driven by evolving investor expectations and technological advancements. In this session, industry peers will delve into the strategic rationale behind forging partnerships in the WealthTech ecosystem, examining how collaboration can unlock new opportunities for innovation and expansion.
Participants will gain valuable insights into the diverse range of partnership models employed by leading WealthTech firms, from co-development initiatives and joint ventures to ecosystem partnerships and platform integrations. Through real-world case studies and interactive discussions, attendees will learn how strategic alliances can accelerate product development, enhance distribution capabilities, and drive customer engagement in the rapidly evolving wealth management landscape.
Moreover, the session will explore best practices for identifying and evaluating potential partners, mitigating risks, and maximizing the value of collaborative initiatives. Whether you're a fintech entrepreneur, a wealth management executive, or an industry observer, this session offers a unique opportunity to gain actionable insights, share experiences, and network with peers in the WealthTech community.
Session Date & Time:
Date: June 6th, 2024
Time: 9:40 AM - 10:30 AM
Presenter Information:
Name: Darren Duffy
Organization: Broadridge Financial Solutions
Session Description:
Join us for an insightful peer-to-peer session focused on exploring the power of strategic partnerships in the WealthTech sector to drive innovation and fuel growth.
WealthTech, at the intersection of finance and technology, continues to witness exponential growth, driven by evolving investor expectations and technological advancements. In this session, industry peers will delve into the strategic rationale behind forging partnerships in the WealthTech ecosystem, examining how collaboration can unlock new opportunities for innovation and expansion.
Participants will gain valuable insights into the diverse range of partnership models employed by leading WealthTech firms, from co-development initiatives and joint ventures to ecosystem partnerships and platform integrations. Through real-world case studies and interactive discussions, attendees will learn how strategic alliances can accelerate product development, enhance distribution capabilities, and drive customer engagement in the rapidly evolving wealth management landscape.
Moreover, the session will explore best practices for identifying and evaluating potential partners, mitigating risks, and maximizing the value of collaborative initiatives. Whether you're a fintech entrepreneur, a wealth management executive, or an industry observer, this session offers a unique opportunity to gain actionable insights, share experiences, and network with peers in the WealthTech community.
Darren Duffy's Biography
Darren Duffy is Vice President, Strategy & Business Development at Broadridge Financial Solutions where he leads partner strategy for the Global Technology and Operations division.
Darren has held a variety of leadership roles including Head of Wealth Management Business Solutions at Refinitiv; Head of Strategy and Business Development, Wealth Management at Thomson Reuters; Chief Content Officer and Global Head of Operations at Lipper and Executive Vice President and Board Member at Capital Access International. Darren was also an Advisory Board member at ForwardLane, an applied-AI technology firm focused on the wealth management and asset management markets.
Darren holds and MBA from New York University and completed the Securities Industry Institute at the Wharton School, University of Pennsylvania.
LinkedIn: linkedin.com/in/duffydarren
Twitter: @darrenxduffy
Darren has held a variety of leadership roles including Head of Wealth Management Business Solutions at Refinitiv; Head of Strategy and Business Development, Wealth Management at Thomson Reuters; Chief Content Officer and Global Head of Operations at Lipper and Executive Vice President and Board Member at Capital Access International. Darren was also an Advisory Board member at ForwardLane, an applied-AI technology firm focused on the wealth management and asset management markets.
Darren holds and MBA from New York University and completed the Securities Industry Institute at the Wharton School, University of Pennsylvania.
LinkedIn: linkedin.com/in/duffydarren
Twitter: @darrenxduffy
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