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Digital Integration in Wealth Management 2022

March

6:29

Park Plaza Victoria London
Free

Why attend?

Arena International is thrilled to announce that the 6th Digital Integration in Wealth Management is returning to London on 29^th-30^th March 2022, drawing expertise from top wealth management and private banks across the UK and Europe.

Operating within an increasingly digital landscape and serving next-generation clients, there is a growing need for the Wealth Management sector to better understand how to create a personalised offering for their clientele segments to clarify where to strike the balance between a digital and fiscal offering.

With high-level talks and discussions delivered by senior guest speakers, attendees can expect to discover the strategies, tools, and processes powered by innovation and client-centric values to meet cross generational needs and thrive in a digital age.

From ensuring first-class client services in the front office to digitally transforming the back office, meeting evolving client demands and delivering end-to-end operational efficiency in wealth management has never been more important.

Agenda

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Plan Your Visit

Park Plaza Victoria London

239 Vauxhall Bridge Rd, Pimlico, London, United Kingdom,SW1V 1EQ,https://www.radissonhotels.com/en-us/hotels/park-plaza-victoria-london?facilitatorId=PARKPLAZAPPCBMM&cid=a:ps+b:ggl+c:emea+i:brand+e:pph+d:cese+f:en-US+h:gbvictor&gclid=Cj0KCQjw5MLrBRClARIsAPG0WGxYSQLfjHK47qGYCNP6AzPNVbwTHoFdcfvddKkkqZlCpLDJvD0tlZEaAp01EALw_wcB&gclsrc=aw.ds

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Accommodation

Park Plaza Victoria London

,https://www.radissonhotels.com/en-us/booking/room-display?hotelCode=GBVICTOR&checkInDate=2022-03-28&checkOutDate=2022-03-30&adults%5B%5D=1&children%5B%5D=0&searchType=pac&promotionCode=VFWM22

Sponsors

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Lanyard Partner

Panel Partner

Exhibitors

Company Information

ERI is the provider of the OLYMPIC Banking System, a fully integrated, front-to-back, parameter-driven digital platform supporting banks and financial institutions in streamlining their core business activities across their clients’ entire lifecycle.

Over 400 banks and wealth managers across 60 countries have chosen OLYMPIC Banking System to streamline, automate and digitise their daily processes.

Our solutions assist banks and financial institutions in achieving cost and operational efficiency while keeping the focus on anticipating their clients’ needs. The platform provides a complete set of decision-making, transaction processing and control tools to support domestic and international core services. It comprises a functionally rich client centric Core System and a wide range of integrated front, middle and back-office functions: CRM, Client On-boarding, Regulatory Reporting, Portfolio and Order Management, Advisory and Digital Banking.

OLYMPIC Banking System is designed to be entirely tailored and managed directly by the user’s organisation. The solution also leverages cloud computing and is available in a SaaS model supporting financial institutions in achieving operational efficiency and future-proof their profitability.

OLYMPIC Banking System responds to the challenges of various banking and financial sectors. Whether your institution is a private, corporate or retail bank, a central bank, a credit union or a business focusing on custody, fund administration and brokerage services, OLYMPIC Banking System helps you automate complex processes from front-to-back office, unlocking your institution’s full growth potential.

Company Website

To learn more, please visit our website - www.olympicbankingsystem.com/en/

Company Information

Futora is a leading global provider of innovative technology for financial products with more than fifteen years of deep market experience.
Enables a financial institution to offer personalised structured investments to all its clients by providing a holistic platform for investment products, covering the entire life-cycle from pre-trade to maturity.
A bank of any size is able to offer a wider range of bespoke products to end clients either by distributing third party structured notes or by issuing its own products, offering consequently a better customer experience to its customers, increasing market share and profitability.
Futora’s solution is a modular system that serves functions from the front, middle and back office, empowering an institution to structure, manage and distribute structured investments internally and externally.
Our vision is to make structured personalised investments available to any client type through an ecosystem of innovative technology and operations.

Company Website

To learn more, please visit our website - http://www.futora.com/

Company Information

Liferay offers the most flexible, scalable, accessible, and secure cloud platform to quickly build, launch, and manage custom digital solutions. With Liferay, customers build personalised omnichannel journeys, deliver seamless digital experiences, unite disparate systems to improve processes while also achieving greater operational efficiencies.

We have been recognised by Gartner for the 12th year running in their Magic Quadrant for Digital Experience Platforms (DXPs). Our Financial Services customers understand that they gain a competitive advantage when they place customers, advisors, and employees at the centre of the experience. They depend on Liferay’s solutions and expertise to accelerate the creation of these digital experiences.

The Liferay Partner Network includes Wipro, Cognizant, Capgemini, TCS and many others, and together we provide solutions ranging from self-service, customer and agent portals, to digital workplaces and integration platforms to over 1200 organisations. Our customers include Santander, KBC Bank, Societe Generale, US Bank and many others.

Company Website

To learn more, please visit our website - https://www.liferay.com/

Co-Partners

Company Information

Halo Investing is the first multi-issuer technology platform for protective investment solutions. Headquartered in Chicago, with offices in Zurich, Dubai, and Singapore, Halo was co-founded by Biju Kulathakal and Jason Barsema in 2015 with a mission to provide access to impactful investment opportunities previously unavailable to most investors. In October 2021, Halo Investing announced our $100+M Series C funding. With over 30 global banking partners, Halo has created a two-sided marketplace connecting advisors and investors to protective investment products offered by leading global financial institutions. Through the Halo platform, advisors and investors can easily access structured notes, market-linked CDs, buffered ETFs, and annuities as well as a whole suite of tools to analyze, customize, execute, and maintain the most suitable protective investment product for their portfolios. Halo is changing the world of investing by democratizing the protective investment marketplace through transparency and efficiency with the help of technology.

Company Website

To learn more, please visit our website - http://www.haloinvesting.eu/

Lunch Partner

Lead Partner

Company Information

Moxo helps financial firms and wealth managers control the chaos of managing client business. Moxo provides digital interaction workspaces that blend structure and automation with human interaction. With Moxo’s workspaces, wealth managers can implement client interaction workflows to fast-track client business. Customers can connect with relationship managers and securely exchange documents, have video conversations, receive information via screen sharing, and more, at the highest security standards with an auditable ePaper trail.

Moxo’s platform offers a single pane of glass to oversee client interaction and the responsiveness of business teams. Businesses can manage identities, responsibilities, and workflows to ensure business continuity and provide a fluid experience with bank-grade security, audit trails, and compliance. Moxo can power a bank’s service product as a fluid extension of an existing website, web, or mobile app, or as a new standalone web and mobile app.

Moxo employs a multi-layered security framework that combines a robust back-end infrastructure, end-to-end data security, network protections, access controls, and a full suite of security policies. This has translated into compliance with the leading privacy and security certifying bodies such as GDPR, SOC II, Cloud Security Alliance, and the EU-US Privacy Shield.

Moxo has a deep heritage in client collaboration tracing back to WebEx Communications. Moxo’s co-founder and CEO, Subrah Iyar, was the co-founder and CEO of WebEx Communications until its 2007 acquisition by Cisco Systems. Moxo’s co-founder and CTO, Stanley Huang was a senior director of engineering at both WebEx and Cisco Systems.

Company Website

To learn more, please visit our website - https://www.moxo.com/

GOLD PARTNER

Silver Partners

Company Information

Seccl is a custodian and investment technology company that powers firms at the cutting edge of financial advice and wealthtech.

On a mission to rebuild the infrastructure of investments and advice, Seccl provides firms of all sizes with affordable custody, trading and settlement services, feature-rich investment management technology, and a suite of paperless adviser and client portals.

Financial advisers and investment managers can combine these modules to operate their own platform – helping them to take control of their client relationships, improve their customer experience and own more of the value chain.

Elsewhere, technology-first businesses from all sectors can use Seccl’s publicly documented APIs to get plug-and-play access to the financial markets – helping them to launch new investment propositions more quickly and affordably than ever before.

In 2019, Seccl was acquired by Octopus Group, the £10 billion group of companies that includes Octopus Investments, Octopus Energy and Octopus Ventures.

Company Website

To learn more, please visit our website - www.seccl.tech

Breakfast Briefing Partner

Covid19

Arena International is closely monitoring COVID-19 and any potential impact on our events.

Your health and safety come first, which is why we are strictly adhering to the latest guidance from the World Health Organization, UKHSA and our Venues to ensure measures that will safeguard our guests, the industry, and the larger community as a whole.

As all mandatory measures have now been removed in the UK, we have now moved to recommendations in our events to keep you safe:

â€¢ We encourage you to wear a mask when youâ€™re indoors especially when walking around.

â€¢ We will have PPE items available for attendees at registration (masks, gloves).

â€¢ Whilst there are currently no social distance measures in place for England, we encourage you to maintain a safe distance as much as possible to minimise the risk of infection.

â€¢ There will be hand sanitisers located at critical locations all throughout the venue.

â€¢ Regular cleaning and sanitisation are in place for higher frequented areas/items, such as handrails, doorknobs, restrooms, or elevator buttons.

â€¢ Please note we will be providing colour coded lanyards to all attendees which will help you to let everyone know what level of interaction youâ€™re comfortable with.

â€¢ AV equipment such as microphones will be constantly sanitised.

â€¢ Speakers in the event room will speak on the stage without wearing a mask for the duration of the lecture.

â€¢ If we are informed of a confirmed positive Covid-19 test at the event, attendees will be notified via email.

Digital Integration in Wealth Management 2022

Why attend?

Agenda

Plan Your Visit

Park Plaza Victoria London

Accommodation

Park Plaza Victoria London

Sponsors

Lanyard Partner

Panel Partner

Exhibitors

Co-Partners

Lunch Partner

Lead Partner

GOLD PARTNER

Silver Partners

Breakfast Briefing Partner

Covid19

Enquiry

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