Kapil Vora is Senior Director, Wealth Intelligence at J.D. Power. In this role, he is focused on equipping clients with data, analytics, and strategy to make them competitive with today’s investors and financial advisors.
Kapil has over 15 years of market research experience. Prior to joining J.D. Power, he worked at NielsenIQ where he helped wealth management firms, retailers, and tech companies in their new product development and concept testing initiatives. He also worked at Market Strategies (now Escalent) in their custom and syndicated wealth management market research division.
Kapil holds an MBA from the University of Texas at Dallas and a Bachelor of Engineering from the College of Engineering Pune, India.
Expertise & Speaking Topics
- Financial Advisor Engagement
- Customer Experience with DIY Investing and Advised models
- Emerging digital wealth technology
- Robo-Advisor adoption and trends
- Tactics and strategies to attract and retain new and next-generation investors
- Creating actionable insights from transactions, behavioral and economic data
- Balancing human and digital interactions
- Using data for better decision making
- Retirement plan participant satisfaction