Archives: Agenda
Roundtables: Confronting The Painpoints in Wealth Management
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?
Drinks Reception Sponsored by Smart Communications From Onboarding to Optimisation: Modernising the Client Journey in an Agentic World
De-tangling The Web of Complex Financial Planning
- 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?
Case Study – Client Information Management powered by Knowledge Work Automation
- Streamlining advisor activity creating more time for clients
- Workflows that support productivity and compliance
- Connecting systems together for better client and firm collaboration
Lunch break and networking
Fireside chat: Harnessing The Digital Onboarding Journey
- 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?
Panel Discussion: ‘Garbage In Garbage Out’ – The New Mantra To Adopt
- Creating quality data and outputs that assist decision making and investment production
- How is wealth identifying what’s credible and reliable information from data collections?
- How has Consumer Duty pushed the agenda for quality and cleaner data?
Lunch break and networking
Fireside chat: Retail Investment Strategy & Consumer Duty, How Have They Become A Catalyst For Change?
- How does the Retail Investment Strategy enable commercial outcomes and customer loyalty?
- How does this apply to the UK and Consumer Duty?
- What is the impact of regulatory change on digital integration in wealth management?
- What are use cases of successful digital customer engagement?
- What are barriers that slow down change and adaptivity?