Archives: Agenda

• Industrialised personalisation
• Quality at quantity
• The advantages and disadvantages of an end-to-end solution

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?

• Tailoring investment products to align with the values and preferences of younger clients.
• Integrating ESG factors and impact investing into core offerings.

A look at how leading wealth management firms are moving beyond automation to build 𝐀𝐈-𝐩𝐨𝐰𝐞𝐫𝐞𝐝 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐧𝐠 𝐦𝐨𝐝𝐞𝐥𝐬 — where data, analytics, and human expertise come together to deliver 𝟑–𝟓𝐱 𝐟𝐚𝐬𝐭𝐞𝐫 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬, 𝐠𝐫𝐞𝐚𝐭𝐞𝐫 𝐭𝐫𝐚𝐧𝐬𝐩𝐚𝐫𝐞𝐧𝐜𝐲, and measurable outcomes

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?

• 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