On October 10, 2024, Bill Liu, CEO of Leading Capital Partners, LLC., a subsidiary of iLead Group, was invited to lead a team to attend the Datos Insights 2024 Wealth Management Forum held in Manhattan, New York. The forum brought together many wealth management experts, investment institutions and industry leaders in the field of financial technology to discuss how financial technology will shape the future landscape of wealth management.
During the conference, Bill Liu and his team had in-depth exchanges with top companies from the wealth management and fintech industries, discussing key topics such as the application of technological change in wealth management and the challenges and opportunities brought by digital transformation. Participants shared innovative strategies and achievements, and explored how to improve service efficiency and client experience in a rapidly changing market.
iLead Group has always been committed to promoting the innovative application of financial technology in wealth management, especially in the areas of personalized wealth solutions, data-driven decision-making and automated services. The forum not only strengthened the iLead team's connection with industry leaders, but also further consolidated its professional influence at the intersection of fintech and wealth management.
The forum provided the attending industry leaders with forward-looking trend analyses and opportunities for collaboration, and iLead Group is actively seeking strategic partnerships to enhance its services and create a superior wealth management experience for its global clients.