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What is the best change that you have seen in wealth management during your time in the industry? 

The move away from product sales and commissions towards fee based advice. Elevated the industry towards professional status as opposed to just peddlers, and raised the expectation level towards conduct and customer care.

What is the most exciting thing you have worked on at Pefin so far?

Elevating the digital wealth management platform experience and expectation beyond simplistic robo-advisors to a holistic fiduciary planning and advice experience, encompassing both sides of a users balance sheet, income, spending, investment and debt management - all leveraging true AI. 

What advice would you give to a firm looking to digitalize their wealth management offerings?

Firstly, understand who the real market for digital wealth management is - spoiler alert - it is not young millennials. Second, you need to go beyond a now commoditized robo platform and think about where things are going because that’s last year. Third, this is more about fin than it is about tech - it’s a very human business being transformed in delivery efficiency with technology effecting price, transparency.

What would you like to get out of the conference this time around and what do you hope delegates will get out of it?

I’d like to see the conversation continue to mature and evolve beyond the simplistic “robos for the young and inexperienced” and embrace this is for delivery channel is ripe for advancement in complexity of offerings, perfectly suited for planning and advice, and the market opportunity was never the young and inexperienced - it’s your best customers and the mass affluent.   

What would you like to achieve by attending the 3rd Edition Digital Transformation in Wealth Management Conference? 

I’d like to share my unique experience encompassing the traditional side of the business -retail and institutional - and now the digital side going back to 2012 with multiple platforms, and drive the strategic discussion further, clarify the opportunity, remove the hubris and misconceptions holding things back, and have people walk out going “ok - now I get it” 

About the Conference:

The wealth management industry is still trying to tap into new market segments, provide holistic, immersive wealth experiences and digitalize front and back office process. This GFMI event will provide wealth managers with the tools to do so. From building responsive ecosystem and utilizing technology for investor guidance and benchmarking to developing strategies for reaching HNWI and the mass affluent. Attendees will learn and discuss the best practices for increasing profit, client base and quality of advice via new and established technologies.

To view the Conference Agenda, click HERE!

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About the speaker:

John R. Crittenden is an entrepreneur with broad experience across asset management, sales and marketing, consumer financial brands, and digital wealth management platforms.
Prior to Pefin and Mondigi, he was one of the earliest executives as Director of Institutional Services at Acorns, one of the first and most successful robo-advisor platforms focused on wealth management, where he also served as Chair of the Investment Policy Committee.  His extensive background includes HNW retail and Institutional asset management roles at Morgan Stanley, Proctor Investment Managers, and Crowell, Weedon/D.A. Davidson. John is a Chartered Alternative Investment Analyst (CAIA), and has a Certificate in Wealth Management from NYIF. He is available for public speaking, strategic consulting, and currently is a special Advisor to multiple fintech platforms.

Digital Transformation in Wealth Management

An interview with John R. Crittenden, Director of Strategy at

Speakers Include: 
  • Pefin 
  • State Street, Verus 
  • City National Bank 
  • Webster Investments
  • OpenInvest 
  • AgentRisk 
Previous Attendees Include:
  • Bank of North Dakota 
  • BNP Paribas 
  • East West Bank 
  • GE Capital  
  • National Bank of Canada 
  • US Bank

For more information, please contact: Yiota Andreou

John R. Crittenden, Director of Strategy at

Ahead of the 3rd Edition Digital Transformation in Wealth Management Conference, we spoke with John R. Crittenden, Director of Strategy at

To view the Conference Agenda, click HERE!

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