Ping Identity Every Identity Counts: Protecting Client, Workforce, and Partner Access in Wealth Management

Wealth management firms operate in a high-trust, high-risk environment where digital identity is the first—and often last—line of defense.

As customer expectations shift, hybrid workforces expand, and B2B ecosystems become more interconnected, the identity landscape has grown more complex and vulnerable.

In this roundtable, CISOs, IT leaders, and IAM strategists will explore how converged identity and access management (IAM) can secure every user across customer, workforce, and partner channels—while elevating user experiences and accelerating digital agility. This discussion will help participants think about how to:

• Detect, respond to, and prevent fraud, scams, and adversarial AI attacks
• Enforce Zero Trust across hybrid workforce environments
• Manage third-party access and governance at scale across complex organizational boundaries