Future of Member Wealth
Hosted by BankSocial, Becky Reed & Liz Winninger
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Past Event
About Event
How Financial Institutions Should Prepare for Stocks, Stablecoins, Crypto and Digital Investing in 2027
As financial institutions begin planning for the future, many are evaluating how wealth-building solutions fit into their long-term strategy.
Members increasingly expect access to investing, digital assets, financial wellness tools, and modern wealth-building experiences from the institutions they already trust.
Join industry leaders Liz Winninger and Becky Reed for a discussion on:
Why wealth continues leaving financial institutions
What members expect from modern wealth experiences
The role of stocks, ETFs, crypto, stablecoins and robo-advisory services
Questions leadership teams should be asking as they prepare for 2027 planning discussions
How to create a practical roadmap for implementation