Future of Member Wealth
Hosted by BankSocial, Becky Reed & Liz Winninger
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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