Winnie Sun

Co-Founder and Managing Director

Winnie Sun is Managing Director of Sun Group Wealth Partners, a trusted financial consulting firm on the West Coast. She is a CNBC Financial Advisor Council Member and a “top advisor” speaker at national industry events. For a Complimentary Consult with Winnie and her team, please visit their website at Winnie Sun is a registered representative with, and securities offered through LPL Financial, member FINRA/SIPC. * Investment advice offered through Sun Group Wealth Partners, a registered investment advisor, and a separate entity from LPL Financial. * Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

All Sessions by Winnie Sun

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Day 1: Nov 17, 2020

11:05 am

11:05 am


Building Digital Services as a Response To COVID-19 Drivers

In the wake of the coronavirus outbreak many financial services are adding a host of new features and services to support customers so that they can experience the banking services uninterrupted. Hear how to introduce and onboard new features to build a full suite of APIs and digital banking services covering accounts, payments, loans, investments and insurance. Develop tools to successfully navigate:

  • Responding to the drive, demand and change post-COVID-19
  • Other disruptive threats and emerging trends
  • New distribution models
  • Partnerships and support

Reinvent your organization to keep pace with the next generation of customers

Day 2: Nov 18, 2020