Behind the Launch of Stifel Discover: Personalizing Wealth at Scale

Hosted by American Banker
Monday, June 30, 2025

Join us for a behind-the-scenes look at how a leading wealth management firm launched a new personalized content platform within its mobile app—designed to make investment research and other firm content feel personal, timely, and actionable.

Hear directly from the key members of the project team, as they share the story of how the platform came to life—from the original vision to unexpected challenges—and how it's already transforming client engagement.

Discussion topics include:

• Emerging wealth trends and shifting client expectations
• The growing demand for real-time, personalized financial content
• How AI and automation are enhancing advisor–client communication
• The role of fintech partnerships in driving innovation

Speakers:
Bill Davaris, MALKA
Jon Stevenson, MoneyLion
Michael O'Keeffe, Stifel

Host:
Penny Crossman, American Banker