Is Your WealthTech Ready for the Future? APIs: The Silent Game-Changer in Automation & AI

  • Learn from tech’s pivot playbook: how past disruptions foreshadow today’s API-driven revolution
  • Crush silos, build ecosystems: turn integration headaches into competitive moats with strategic API architecture
  • Cash the automation dividend: real-world tactics to boost margins through API synergy
  • You can’t open the AI lock without an API key: the role of APIs as the ultimate tool for releasing AI’s benefits
  • Avoid the “legacy trap”: why clinging to outdated systems could see you miss out on as much as 40% efficiency savings

Panel Discussion: GenAI – Accelerating The Pace of Change For Wealth

  • To what degree can you use client data for products and services?
  • What’s too much?
  • Building fruitful relationships with clients to strengthen trust
  • Critical data purity to allow clear communication and engagement
  • The impact of AI on consumer expectations: demanding quick and clear communication in a limited timeframe.
  • Using customer data in training and testing models vs synthetic data

Keynote Panel discussion: Industry Predictions For 2025

  • Will we see an increased adoption of advanced tech such as ML, data analytics and AI?
  • What resources do we need to grow ESG investments?
  • Diversifying client needs and demands – is hyper- personalisation the answer?
  • How are banks operating amongst tax and compliance implications?
  • Why are we seeing an increase in alternative investment services?

 

Panel Discussion: Leading The Way For Wealth Education

  • What common behaviours, biases and mistakes are we trying to educate our clients about?
  • How can wealth managers play a vital role in client engagement and investment strategies for UHNW/HNW/Mass Affluent
  • Creating a comprehensive financial guidance to meet the demand surge

Panel Discussion: Transforming Outdated Legacy Systems Into Cutting-Edge Technology

  • Investigating how automation and GenAI can help to transform legacy into efficient systems
  • To what extent has Cloud become efficient for data management for banks?
  •  Has the Cloud and AI enabled business strategies and decision-making as the industry anticipated from 2024?
  •  Has Blockchain allowed the wealth industry to record payments and systems as it was anticipated?