Archives: Agenda

Join our engaging roundtable discussions, each lasting 45 minutes, to tackle the obstacles and issues faced by the wealth management industry.

Interact with participants, share insights, and discover the latest solutions, tactics, and strategies to overcome these challenges. It’s a great opportunity to network and stay informed about the industry’s evolving landscape.

Challenge 1: Enhancing client reporting and communications

Challenge 2: How do traditional advice companies deal with cannibalization?

Challenge 3: Future Wealth Horizons: A Horizon Modeling Challenge for Financial Growth

Flipchart with markers for visual modelling and group brainstorming Notepads and pens for participants to jot down key ideas and action points

Laptop and projector (if available) to display digital content or resources as needed

Rajeeshwaran Moorthy, Global TEDx Speaker and Educator

Challenge 4: Solving the puzzle: What does the data-driven/AI wealth manager of 2030 look like?

• Focusing on augmenting strategies and performance results
• Exploring techniques to modify decisions and capabilities made from GenAI and machine learning to enhance task efficiency and performance
• Current challenges and trends in using machine learning in wealth management

• Protecting your business in a highly competitive market
• Building fluidity in all areas to ensure omnichannel growth
• Reflecting on market trends to help speed growth opportunities in private markets
• Matching wealth innovation with the speed of fast industry development

• Strengthening approaches to Millenials and Gen Z demographic
• Upscaling your UI to create smoother registration
• How successful have banks been in curating bespoke onboarding language?

• How do you incorporate holistic planning into your practice?
• What strategies are we implementing to navigate a changing and complex UK tax system?
• How do you build a scalable financial planning proposition that can help more individuals?

• Streamlining advisor activity creating more time for clients
• Workflows that support productivity and compliance
• Connecting systems together for better client and firm collaboration