Digital Integration in Wealth Management 2023

Arena International is thrilled to announce that the 7th Digital Integration in Wealth Management is returning to London on 21st-22nd February 2023, drawing expertise from top wealth management and private banks across the UK and Europe.

  • Royal Lancaster London
  • Complimentary

Why attend?

WHAT TO EXPECT FOR 2023?

The 7th Digital Integration in Wealth Management is the only event dedicated to optimizing end to end wealth management, from client facing services to back end processes, the conference offers key insights to help firms deliver premium service for cross-generation clientele.

250+

Attendees to meet each year

25+

Exhibitors to meet each year

25+

Talks from

90%

Attendees at Director+ level

250+

Attendees to meet each year

25+

Exhibitors to meet each year

25+

Talks from

90%

Attendees at Director+ level

Agenda

  • 21 Feb 2023
  • 22 Feb 2023
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Streams

Stream one

Stream A Front end, client-facing technology

Stream two

Stream B Back Office and Middle Office Integration

8 AM

Registration

8:50 AM

Chair’s welcome address

Speakers

9 AM

Keynote address: Artificial Intelligence and Machine Learning in St. James’ Place Wealth Management

  • How does St James’ Place Wealth Management use artificial intelligence today?
  • How is St James’ Place managing the changes that AI brings to existing roles?
  • How we see AI evolving in wealth management
  • How we identify opportunities
  • Why AI is of benefit to our Partners and their clients

Speakers

9:30 AM

Session Reserved for Moxo

Senior Representative from Moxo

10 AM

How Banks are Changing their Customers’ Perceptions of Investing

  • With the current crisis of low interest rates, how do we encourage customers to invest?
  • Examining the FCA’s key objective to move customers with long term cash savings and exploring the industry’s response
  • How do we help nervous cash savers invest?

Speakers

10:30 AM

Can a Hybrid Servicing Model Transform your Wealth Management Firm?

  • Embracing new technologies to deliver hybrid servicing and create a highly differentiated, cost-effective service proposition for existing and future clients could be the key to fortifying your Wealth Management firm.
  • The Hybrid Servicing model is growing in popularity as populations become more digitally adept, and a younger demographic of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals start to impact the current benchmarks for client servicing and the accessibility of their financial data. Yet not all parts of the Wealth Management industry have readily embraced these opportunities
  • Wealth Dynamix expert Benjamin Labrousse explains how firms can successfully integrate new technologies for increased profitability and, just as importantly, manage the risks of doing so

Speakers

11 AM

Networking break – visit exhibition hall

11:30 AM

Panel Discussion. It’s All About the Client, Not You!

  • How can an organization develop products that meet the clients’ needs and demands?
  • Maximizing data to provide a more personalized and focused approach for clients to reach their financial goals
  • Aiding clients with all aspects of their wealth management and not just at the advisory stage
  • Offering clients a variety of options depending on a products’ risk appetite

Senior Representative from InvestCloud

Speakers

12 PM

Revolutionizing Digital Retirement Solutions

  • Identifying retirement as the key issue for most people in the UK
  • Tackling the challenge of underfunded provisions and the urgent need for engagement
  • Assessing how development in the pension industry is facilitating digital accelerations, e.g., pension dashboard, open banking and development of the truster market

Speakers

12:30 PM

Session Reserved for Ortec Finance

Senior Representative from Ortec Finance

1 PM

Lunch break and networking

2 PM

Turning Financial Advice on it’s Head! – Empowering People Through Smart Digital

  • What if our clients (and we) could feel more empowered in the Advice relationship?
  • What if our clients could enjoy really engaging digital experiences?
  • What if client information flowed more easily?
  • What if they (and we) could automatically receive timely meaningful client insights? And be able to easily act on them?
  • What if all this transformed the way Financial Advice works for Client and Advisers?

Speakers

2:30 PM

How to Increase Customer Lifetime Value with Cashflow Planning

  • In recent years cashflow planning has become a key component of financial advice.
  • Especially within the current climate where many have seen a change in circumstances, a cashflow plan helps advisers & clients to make decisions.
  • However, is it time to rethink cashflow planning? A cashflow planner is an incredibly powerful tool which when used correctly can be the backbone of new and exciting usecases. 
  • In this presentation I will present our views and how cashflow planning solutions can be used to create innovative, new customer journeys in the future to help win new clients and increase the customer lifetime value significantly. 

Speakers

3 PM

Panel Discussion: Digital Family Office: Paving the Way for the Next Generation of Family Members

  • Meeting the family office’s unique financial needs
  • Offering a range of bespoke, clientcentered services
  • Cost savings associated with a decentralized, technology-driven approach
  • Opportunities for current players and service providers

Session Available for Panellists

3:30 PM

Session Reserved for Invest Cloud

Senior Representative from Invest Cloud

4 PM

Networking break – visit exhibition hall

4:30 PM

Panel Discussion. What’s the Future for Wealth Management?

  • Exploring the future for wealth management
  • Investigating how to tailor your business to your clients’ needs, especially those of the younger generation who are more tech-savvy 

Speakers

5 PM

Blockchain Integration Journey

  • Integration digital assets into an existing banking infrastructure
  • Building digital assets services for private clients, institutions and external assets managers
  • Blockchain enhances banking operations in commodities trade finance

Speakers

5:30 PM

Drinks Reception Reserved for Moxo

6:30 PM

Bespoke Private Dinner (Available for Sponsorship)

11:30 AM

Panel discussion. What’s Next on the Digital Front: Innovative Technologies in Wealth Management

  • Exploring innovative technologies in Wealth Management landscape
  • Investigating the data science revolution and AI in Wealth Management
  • Understanding the opportunities and challenges around innovative technologies

Speakers

12 PM

High Tech, High Touch: Multi-Family Office Digitalisation Strategy for a Competitive Advantage

  • Back-end transformation for improved process optimization
  • Automate legacy processes to heighten productivity
  • Finetune your firm’s services to boost client onboarding

Speakers

12:30 PM

Session Reserved for CID

Senior Representative from CID

1 PM

Lunch break and networking

2 PM

Towards a Fully Digital End-to-End Management of Clients

  • Exploring how the digitization of the operational processes can take your business to the next level and compete with some of the world-leading banks
  • Providing clients with an easy and smooth journey: from onboarding to the end
  • Using AI to automate mundane 

Speakers

2:30 PM

Session Reserved for M-Files

Senior Representative from M-Files

3 PM

Investing in Disruptive Innovation

  • Optimizing processes by automating back-end operation and management of desired investment strategies
  • Using technology, i.e., straight-through processing systems to provide prompt notifications to clients on trades and portfolio updates
  • Leveraging AI to preserve advisor time for high-value strategic conversations
  • Implementing an enterprise-wide customer relationship management (CRM) system to ease the flow of information among stakeholders, facilitate more efficient decision-making and improve service at the distribution level
  • Can AI in Operations help you reach the next stage of the business?

Speakers

3:30 PM

Session Reserved for Seismic

Senior Representative from Seismic

Streams

Stream one

Stream A Front end, client-facing technology

Stream two

Stream B Back Office and Middle Office Integration

8 AM

Registration

8 AM

Exclusive Breakfast (Invitation Only) Reserved for Moxo

8:50 AM

Chair’s opening remarks

9 AM

Keynote address: Panel Discussion, On Facilitating Digital Integration

On Facilitating Digital Integration in Wealth Management

  • What are the best methods to facilitate digital integration?
  • What is the best process to enable clients and advisors, as well as your business as a whole to adapt to digital technologies?
  • What does the future lie for fintechs and banks partnerships when it comes to digital integration?

Speakers

9:30 AM

Session Reserved for Objectway

Senior Representative from Objectway

10 AM

A Hybrid Utopia – Driving the Future of Advice

  • The myth of Robo-Advice
  • Consumer led – human assisted advice
  • Empowering Wealth Managers to drive experiential client opportunities
  • Using algorithmic logic to drive consistently great customer outcomes
  • Hybrid advice – the only viable option

Speakers

10:30 AM

Show Me The Money!

  • The first rule of a customer-centric is to make money. The second rule is don’t forget rule one.

Speakers

10:45 AM

Networking break – visit exhibition hall

11:15 AM

The Road to Better CX: Reignite Growth by Optimising the Employee Experience

  • Next level user experience with hyper personalization 
  • Chatbots and conversational banking
  • Self-guided journeys with a personal touch 

Speakers

11:45 AM

The Implications of Climate Change on Wealth Management

  • Why is it relevant? How does it affect clients? How to cope with it? 
  • To model future wealth realistically, climate change must be considered in wealth planning.
  • However, the main problem is that both institutional and private investors cannot draw any conclusions about the impact rising temperatures have on their wealth or financial goals.
  • 3rd-eyes analytics makes the impact of climate change tangible, by showing how it affects your portfolio and your financial goals, how the impact can be mitigated and offer solutions on how to further reduce the CO2 footprint

Speakers

12:15 PM

How to Deliver Digital Assets Investment Products to Wealth Management Clients?

  • Exploring a regulatory framework for distribution
  • An offer of institutional-grade investments products 
  • A dedicated execution and risk management system 

Speakers

12:45 PM

Session Reserved for SmartCommunications

Senior Representative from SmartCommunications

1:15 PM

Lunch break and networking

2:15 PM

The Power of Communicating Effectively in the World of Tech

  • Communicating effectively is vital in the tech world and it is not just about having the right digital tools, but knowing when to speak up and engage with other engineers in order to collectively achieve success
  • Adele provides an overview of the ‘DISC model’ and reveals clues on how you can identify and better connect with colleague’s personality styles. She will provide top tips on creating presentations and communicating messages
  • Adele shares her experience as a Toastmaster for the past ten years. What is it and how can Toastmasters benefit your world and personal life?

Speakers

2:45 PM

Session Reserved for Quantfolio

Senior Representative from Quantfolio

3:15 PM

Networking break – visit exhibition hall

3:45 PM

Digital Transformation: The Female Factor

  • Market Trends
  • Investment Requirements
  • Experience Considerations
  • Cultural Impact

Speakers

11:15 AM

Brand and Design - A Tale of Two Specialisms

  • How branding influences consumer behavior and perception
  • The best things come in two’s – Why branding and design go so well together
  • Why focus on digital integration and a digital first approach
  • Implementing Nutmeg’s rebrand during the pandemic
  • The future of digitally influenced brand design – the possibilities are endless

Speakers

11:45 AM

Session Reserved for KA Watson Consultancy

Senior Representative from KA Watson Consultancy

12:15 PM

The World’s First Digital Asset Bank – Accelerating the Expansion of Web 3.0 Offerings and New Global Markets

  • Configuring secure infrastructure, operations and future services to meet your client’s needs
  • Decentralised finance (DeFi) – using crypto and blockchain to manage transactions
  • Building sustainable wealth in the Metaverse
  • Regulating crypto and managing risk

Speakers

12:45 PM

Silver Sponsor (Available)

4:15 PM

Digital Trends in Wealth Management

  • Mapping out the progress of digital transformation in the wealth management industry
  • Examining Covid-19s impact on the digital wealth space
  • Exploring the evolution of digital investment platforms and their transition to becoming a one stop shop for consumer finance
  • Investigating how traditional wealth managers and non-financial services providers
  • collaborate with technology experts
  • Understanding client demand to provide a better high-tech high-touch customer experience

Senior Representative from GlobalData

4:45 PM

Close of conference

Speakers

Select a speaker to learn more

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John Thompson
Head of Digital Product Management, abrdn

Session Details:

Turning Financial Advice on it’s Head! – Empowering People Through Smart Digital

2023-02-21, 2:00 PM

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Alessandro Tonchia
Head of Strategy, InvestCloud Europe & Asia

Session Details:

Panel Discussion. It’s All About the Client, Not You!

2023-02-21, 11:30 AM

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Patrick Thomas
Investment Director And Head Of ESG Service, Canaccord Genuity Wealth Management

Session Details:

Investing in Disruptive Innovation

2023-02-21, 3:00 PM

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Jean-Marc Bonnefous
Managing Partner, Tellurian Capital Management LLP

Session Details:

How to Deliver Digital Assets Investment Products to Wealth Management Clients?

2023-02-22, 12:15 PM

Session Details:

Keynote address: Panel Discussion, On Facilitating Digital Integration

2023-02-22, 9:00 AM

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David Bicknell
Principal Analyst, GlobalData

Session Details:

Panel discussion. What’s Next on the Digital Front: Innovative Technologies in Wealth Management

2023-02-21, 11:30 AM

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Matthew Proctor
Associate Director, Strategic Programmes, Asset Management, Coutts And NatWest Group

Session Details:

How Banks are Changing their Customers’ Perceptions of Investing

2023-02-21, 10:00 AM

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Fadi Halout
Chief Executive Officer, BankMed (Suisse) SA

Session Details:

Towards a Fully Digital End-to-End Management of Clients

2023-02-21, 2:00 PM

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Aliya Das Gupta
Senior Vice President of Business Development, Sygnum Bank

Session Details:

The World’s First Digital Asset Bank – Accelerating the Expansion of Web 3.0 Offerings and New Global Markets

2023-02-22, 12:15 PM

Session Details:

Keynote address: Panel Discussion, On Facilitating Digital Integration

2023-02-22, 9:00 AM

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Martijn Seijsener
Global Head Employee Experience, Credit Suisse

Session Details:

The Road to Better CX: Reignite Growth by Optimising the Employee Experience

2023-02-22, 11:15 AM

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Carlota van de Koppel
Chief Operating Officer, Bedrock Group

Session Details:

Digital Transformation: The Female Factor

2023-02-22, 3:45 PM

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Ed Sewell
Data Strategy Partner, CACI

Session Details:

Panel discussion. What’s Next on the Digital Front: Innovative Technologies in Wealth Management

2023-02-21, 11:30 AM

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Christopher Baxter
Presales Consultant, Aixigo

Session Details:

How to Increase Customer Lifetime Value with Cashflow Planning

2023-02-21, 2:30 PM

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Romain Braud
Digital Assets Business Development Director, Arab Bank (Switzerland) Ltd.

Session Details:

Blockchain Integration Journey

2023-02-21, 5:00 PM

Session Details:

Panel Discussion. What’s the Future for Wealth Management?

2023-02-21, 4:30 PM

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Adam Toms
Global COO and CEO Europe, OpenFin

Session Details:

Panel discussion. What’s Next on the Digital Front: Innovative Technologies in Wealth Management

2023-02-21, 11:30 AM

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Marc Mettler
Board Member and Managing Partner Business Development, 3rd-Eyes Analytics

Session Details:

The Implications of Climate Change on Wealth Management

2023-02-22, 11:45 AM

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Matt Lonsdale
Head of Business Development, Wealth UK, Iress

Matthew has over 20 yrs experience working for wealth managers, investment consultants and banks. His focus is now helping clients use technology to gain most efficiency from their operating model.

Session Details:

Panel Discussion. It’s All About the Client, Not You!

2023-02-21, 11:30 AM

Session Details:

Show Me The Money!

2023-02-22, 10:30 AM

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Social Links:

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Kate Hobson
Chief Digital Officer, Executive Office, Bedrock Group

Session Details:

Digital Transformation: The Female Factor

2023-02-22, 3:45 PM

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Konan Motihar
Head of Digital, Design and Experience, Coutts and NatWest Group

Session Details:

Panel Discussion. It’s All About the Client, Not You!

2023-02-21, 11:30 AM

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Benjamin Labrousse
Manager Pre-Sales EMEA, Wealth Dynamix

Session Details:

Can a Hybrid Servicing Model Transform your Wealth Management Firm?

2023-02-21, 10:30 AM

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Tapas Sharma
Head Of Brand Design, Nutmeg

Session Details:

Brand and Design - A Tale of Two Specialisms

2023-02-22, 11:15 AM

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ADELE GOODFELLOW
Product Marketing, Chief Technology Office, J.P. Morgan Chase & Co

Adele has worked in communications and marketing for nearly 15 years across different industries in both the public and private sector. She is now a product marketer in the Chief Technology Office at JP Morgan Chase. In her personal time, Adele is a member of Toastmasters International, a public speaking organisation with an aim to improve communication and leadership skills. Adele is also a multipotentialite (a creative person with many different interests in life), she enjoys art, painting, and tinkering on the piano.

Session Details:

The Power of Communicating Effectively in the World of Tech

2023-02-22, 2:15 PM

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Nick Hall
Head Of Advice, Wealth Wizards

With over 25 years’ in senior advisory and management roles in financial planning, Nick’s experience spans five major bank and building society advice models. In his current role as Head of Advice for Wealth Wizards, Nick leads the governance and oversight of financial guidance and advice, under Wealth Wizards’ own advice permissions on our white label solution with our partner wealth firms. Nick is also focused on developing advice expertise within the business to ensure our policies and propositions drive engagement, and informed choice for the financial wellbeing of our partners and their clients. Nick is a Chartered Fellow of The London Institute of Banking & Finance & Investment Expert with IMC.

Session Details:

A Hybrid Utopia – Driving the Future of Advice

2023-02-22, 10:00 AM

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Mark Glover
Global Head Of Financial Planning - Wealth Management, HSBC Group

Session Details:

Revolutionizing Digital Retirement Solutions

2023-02-21, 12:00 PM

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Kara K W Byun
Head of Fintech, Venture & Growth Investments, HSBC Asset Management

Session Details:

Panel discussion. What’s Next on the Digital Front: Innovative Technologies in Wealth Management

2023-02-21, 11:30 AM

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Zoe Robson
Creative Director and Global Head of Innovation, Architas

Session Details:

Panel Discussion. What’s the Future for Wealth Management?

2023-02-21, 4:30 PM

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Emma Tilt
Head of Personal Investing, Fidelity International

Session Details:

Panel Discussion. It’s All About the Client, Not You!

2023-02-21, 11:30 AM

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James Frew
Divisional Director - Operational Strategy, St James’s Place Wealth Management

Session Details:

Keynote address: Artificial Intelligence and Machine Learning in St. James’ Place Wealth Management

2023-02-21, 9:00 AM

Session Details:

Panel discussion. What’s Next on the Digital Front: Innovative Technologies in Wealth Management

2023-02-21, 11:30 AM

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Anna Szkudlarek
Partner, Digital Transformation, KENDRIS

Session Details:

Panel Discussion. It’s All About the Client, Not You!

2023-02-21, 11:30 AM

Session Details:

High Tech, High Touch: Multi-Family Office Digitalisation Strategy for a Competitive Advantage

2023-02-21, 12:00 PM

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Stephen Walker
Lead Analyst, Thematic & Fintech Research, GlobalData

Session Details:

Chair’s welcome address

2023-02-21, 8:50 AM

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Plan Your Visit

Venue

Royal Lancaster London

Lancaster Terrace, London W2 2TY

Sponsors

Select a sponsor to learn more

Lead Partner

Gold Partners

Silver Partners

TECHNOLOGY SPOTLIGHT PARTNER

PANEL PARTNERS

Breakfast Briefing Partner

Exhibitors

CO-PARTNERS

Lanyard Sponsor

Media Partners

Showtime Photo Booth will joining us for the evening at this years awards with their Open Air Photo Booth

Become a Media Partner

Enquiry

Contact Us

SPONSORSHIP ENQUIRIES

Valentin Gerasimuk

Head of Sponsorship Sales

+44 20 7149 5973

SPEAKER ENQUIRIES

Edwin Boadu

Conference Producer

MARKETING ENQUIRIES

If you would like to discuss a media partnership collaboration, please contact:

Moona Popal

Marketing Manager

SPONSORSHIP ENQUIRIES

To enquire about sponsorship opportunities for the conference, please contact:

Valentin Gerasimuk

Head of Sponsorship Sales


+44 20 7149 5973

SPEAKER ENQUIRIES

To enquire about speaking opportunities for the conference, please contact:

Edwin Boadu

Conference Producer


+44 (0) 2079472935