Digital Integration in Wealth Management Switzerland 2023

The Digital Integration in Wealth Management Switzerland Conference brings together digital leaders from private banks and wealth management firms to provide a strategic roadmap for integrating digital tools into your offering.

4 - 5

October

2023
  • Zurich Marriott Hotel
  • Free
  • Why attend?
  • 2022 Agenda
  • 2022 Speakers
  • Plan Your Visit
  • Sponsors
  • Contact Us

2022 Featured Speakers

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KARL IM BRAHM​

CEO, Objectway DACH

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MARTIN DE HEUS​

EMEA Director, Enterprise And Corporate Solutions, Moxo

I have a background in the IT tech industry and I advised European enterprise businesses in their digital transformation journeys. I am passionate about challenging our customers to reach the best possible outcome and I always strive to be the guide for our clients and work on long-term partnerships. It is great to help companies transforming into customer centric organizations with 'outside-in' mindset. I am based in Amsterdam and I look after Moxo's EMEA business.

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    2023 Sponsors Include

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    Company Information

    With deep expertise & specialization in machine learning and hyper-personalization, ABAKA is a multi-award-winning provider of Artificial Financial Intelligence TM that serves the needs of global clients including Tier 1 financial institutions across four verticals covering retail banking, wealth management, retirement, and insurance.

    Company Website

    To learn more , please visit our website - http://abaka.me/

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    Company Information

    CID’s Thematic Intelligence platform Affinity allows wealth & asset managers to create new investment strategies, energize existing ones and create new products and do it quickly, easily and in near real time. Asset managers use Affinity to research, build and rank new investment strategies; make fast, accurate allocation and rebalancing decisions; and develop and sell more targeted, customized, thematic investment products.

    Wealth managers and corporate banks use Affinity to identify business opportunities from existing customers and new prospects; leverage intelligence and network information to win more business more efficiently; and provide highly relevant advice to build long-term, trust-based client relationships.

    Company Website

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

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    Company Information

    Today’s client engagement activities are stuck in the chaos of fragmented silos — requiring significant manual intervention. Moxo provides a OneStop Client Hub for managing client interactions through modern digital automation. Businesses can streamline deadline-driven client interactions, including account onboarding, account servicing, exception handling.

    Moxo powers client interaction workflows across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Standard Chartered, Raiffeisen Bank, BNP Paribas, and more.

    Our team has a rich history of pioneering in the engagement space: Moxo’s co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo’s co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.

    Company Website

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

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    Company Information

    Building on more than 30 years of business expertise, Objectway is an international wealth, banking and asset management software provider empowering clients to embrace their future challenges while providing great performance today. The Group is a future-proof technology player with a well-established track record in the financial services industry and over €100 million of consolidated revenue. The Group is a global Top 100 fintech provider (IDC ranking), whose clients include 200+ leading Wealth Managers, Banks, Asset Managers, Fund Managers, Insurers and Outsourcers in more than 15 countries. With over 800 professionals operating from Italy, UK, Belgium, Germany, Switzerland and Ireland, the Group serves clients in 4 continents, supporting approximately 100,000 investment professionals to manage more than €1 trillion in assets.

    Company Website

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

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    Company Information

    Seismic is the global leader in enablement, helping make sales teams better by becoming more productive and engaging with buyers in a compelling way. Seismic’s platform provides continuous guidance to improve behaviour, content, and skills to win more deals and deliver better experiences. More than 2,000 organizations including IBM and American Express have made Seismic their enablement platform of choice. Seismic integrates with business-critical platforms including Microsoft, Salesforce, Google and Adobe. Seismic is headquartered in San Diego, with offices across North America, Europe, and Australia.

    Company Website

    To learn more , please visit our website - www.seismic.com

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      Why attend?

      The Digital Integration in Wealth Management Switzerland Conference brings together digital leaders from private banks and wealth management firms to provide a strategic roadmap for integrating digital tools into your offering.

       

      Why attend?

      • Learn how digital integration can enhance your wealth offering and client experience
      • Discover the latest innovations in AI, automation, roboadvice, digital client journeys, and next-generation client values
      • Listen to concrete digital case studies from wealth managers in the Swiss market 
      • Meet with peers from across the region to discuss digital innovation in wealth management

       

      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.

      WHAT TO EXPECT FOR 2023?

      200+

      Attendees

      		20+

      Exhibitors

      		20+

      Speakers

      		90+

      Attendees at Director+ level
      200+

      Attendees

      		20+

      Exhibitors
      20+

      Speakers

      		90+

      Attendees at Director+ level

      DISCOVER

      Explore innovative forward-looking solutions from our exhibitors

      INSPIRE

      Hear expert-led case studies from the industry leaders

      ACTION

      Take away key strategies and tools to excel and stay ahead of the game

      Testimonials

      2022 Agenda

      • 5 Oct 2022
      • 6 Oct 2022
      Expand All

      8 AM

      Registration

      8:25 AM

      Chair’s Opening Remarks

      8:30 AM

      Scenarios for WM in 2030: A decade of disruption, and how to navigate it

      • Major trends affecting business and investment for 2023 and beyond
      • Where will the next wave of technology disruption come from?
      • How can firms adapt to new global uncertainties?

      9 AM

      Coutts Online, Mobile and ID: old school skills with a digital makeover

      • Connecting clients to their advisors and services through at every stage of their wealth and professional journey
      • Providing clients with a clear view of their wealth – from accounts and loans to money markets and investmentsma
      • CouttsID to maximise client security and protection

      9:30 AM

      Modernising Client Interaction Workflows in Financial Services

      • Make your business a one-stop hub to modernise your client interaction workflows Streamline your client business processes in banking across account onboarding, account servicing, and exception handling
      • Rethinking today’s costly, inefficient, and fragmented client engagement model, which requires significant manual intervention
      • Orchestrate each step of your workflows to fast-track client business, gain efficiency, and grow your business

      10 AM

      Digital Assets and Banks: Quo Vadis?

      • Are digital assets really a Kodak moment for banks?
      • What are the key areas of disruption?
      • How could they respond?

      10:30 AM

      The Keys of Success of Digital Evolution and the Lessons Learned

      • Digital skills and digitalisation
      • What improvements do firms and clients want from digital?
      • Real case study: what can firms achieve through digitalisation?

      11 AM

      Morning Refreshments and Networking

      11:30 AM

      Panel Discussion: Eyes on the horizon: In a new era of private wealth what are the essential transformation technologies and strategies in the quest to scale-up?

      • Open banking – the new competitive advantage
      • The power of partnerships between established banks and fintechs
      • Technology as a tool to overcome the size barrier. The case for small private banks
      • Blockchain technology – how will it affect the industry?

      12 PM

      Sharper Prospecting, Client Monitoring and Thematic Portfolio Management with AI

      • Identify wealth management business opportunities from existing customers and new prospects
      • Leverage intelligence and network information to win more business more efficiently
      • Create new investment strategies and energise existing ones by enriching fundamental and quantitative data with qualitative data insights
      • Research, build and rank new investment strategies and make fast, accurate allocation and rebalancing decisions
      • Develop and sell more targeted, customised, thematic investment products

      12:30 PM

      High Tech, High Touch: Multi-Family Office Digitalization Strategy For a Competitive Advantage

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

      1 PM

      Lunch and Networking

      2 PM

      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, client-centred services
      • Cost savings associated with a decentralised, technology-driven approach
      • Opportunities for current players and service providers

      2:30 PM

      Why Swiss Banks Should Make Client Lifecycle Management Their SaaS of Choice?

      • When the Swiss Banking Association advised banks to embrace cloud technology in 2019, it was a head turning moment – yet many are still pondering with the decision on whether to embrace SaaS and cloud technology -and where this sits in their wider technology architecture
      • But are they missing a trick? At this history-making moment, it pays to stop and consider all the options. Client Lifecycle Management (CLM) platforms, delivered via SaaS are surely the only way to get the best of the cloud and the best of customer service in one move. What could be more important?

      3 PM

      Breaking through data architecture gridlock: The ultimate guide

      • Building a new, scalable digital architecture
      • Delivering high-quality, high performance, and ease of use for both investors and advisors
      • Microservices architecture for the modern platform

      3:30 PM

      Digital Banking – Using video for a human touch. Potentials and key considerations

      • Today’s customer expectations for a digital customer journey
      • The potentials of video advisory for increased customer engagement
      • How to build a seamless workflow IT security and GDPR – Key considerations

      4 PM

      Afternoon Refreshments and Networking

      4:30 PM

      Fireside Chat: Swiss banking business models of the future – data-led and future-ready?

      • Bridging the gap between data quality and analytics
      • Leveraging descriptive, diagnostic, predictive and prescriptive analytics
      • Segmenting clients and personalising investment proposals

      5 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

      5:30 PM

      Closing remarks

      5:35 PM

      Drinks Reception

      8 AM

      Exclusive Breakfast Briefing (Invitation Only – Sponsored by Moxo)

      Modernizing Client Interactions For the Digital World

      Control the chaos of managing client interactions with Moxo. In this event, we’ll explore how financial organization can bring structure to client interactions that are stuck in fragmented silos, requiring significant manual intervention.

      Moxo provides a OneStop Client Hub for managing interactions through modern digital experiences.

      Key topics include:
      • Learning how to streamline client processes with customizable workflows. Examples include KYC, client onboarding and more
      • Maintaining personalization over digital channels
      • Ensuring compliance & security in a mobile world

       

      8 AM

      Registration

      8:50 AM

      Chair’s Opening Remarks

      9 AM

      The road to better CX: Reignite growth by optimising the employee experience

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

      9:30 AM

      Panel discussion: Shifting from a businesscentric model to a client-centric model

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

      10 AM

      The Hybrid Investment Advisor: How to Combine Digital and Human Factors into an Investment Advisory Offering

      • Offering remote, but delivering personalised advice
      • Attracting new clients and reaping significant cost advantages
      • Digital scaling with a personal touch

      10:30 AM

      How to Apply Machine Learning and Deliver Hyper-Personalised Customer Experiences at Scale

      • Deliver AI-powered Next Best Actions to improve customer engagement and reduce customer attrition in short order
      • In an ever-increasing competitive landscape and threats from ecosystems and marketplaces disrupting traditional distribution channels, learn how the ability to build advanced customer intelligence (financial, social, behavioural) has an impact on customer engagement, and product sales conversations as well as effective cross-selling

      11 AM

      Morning Refreshments and Networking

      11:30 AM

      Opportunities & Challenges for Banks in the Context of Decentralised Finance

      • What’s in for banks and their clients when participating in DeFi business models?
      • How to overcome major roadblocks?
      • Is DeFi in banking already reality? Sure!

      12 PM

      The Digital-First Client: A Road to AI and Personalisation

      • Getting and retaining trust in the digital age – the quandary
      • Meeting high expectations of clients through multi-channel bespoke interactions
      • AI-driven automation for higher efficiencies
      • Optimised plays for optimised results

      12:30 PM

      Digital Disaster? Virtual Currencies and AML

      • Dichotomy of anonymity and transparency
      • Layer upon Layer: overregulation and misplaced responsibilities
      • Take it easy: the future will come

      1 PM

      Lunch and Networking

      2 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

      2:30 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?

      3 PM

      Closing remarks

      3:05 PM

      Conference Close

      2022 Speakers

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      FRANK UKPABIA
      Senior Global Sales Director, Seismic
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      VERENA FRIZ
      Senior Director Enterprise FS, Seismic
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      RAMAZAN ÇELIKÖZ
      Director Sales And Business Development, DACH
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      KARL IM BRAHM
      CEO, Objectway DACH
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      FRANÇOIS DE LESCURE
      Chief Revenue Officer, Wealth Dynamix
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      UDO MÜLLER
      Head Of Sales, CID
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      Fahd Rachidy
      Chief Executive Officer, Abaka
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      ARNE BASSEZ
      VP Of Business Management, Pexip
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      Shimona Pinto
      Senior Corporate Solutions, Moxo

      Shimona comes from a legal background and works with Moxo's EMEA clients to modernize their client interaction workflows. She specialises in helping clients control the chaos of client management by orchestrating end-to-end client collaboration with the power of their one-stop client portal.

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      MARTIN DE HEUS
      EMEA Director, Enterprise And Corporate Solutions, Moxo

      I have a background in the IT tech industry and I advised European enterprise businesses in their digital transformation journeys. I am passionate about challenging our customers to reach the best possible outcome and I always strive to be the guide for our clients and work on long-term partnerships. It is great to help companies transforming into customer centric organizations with 'outside-in' mindset. I am based in Amsterdam and I look after Moxo's EMEA business.

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      Romain Braud
      Digital Assets Business Development Director, Arab Bank (Switzerland)
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      Alexandre Aelling
      Managing Director, Stealth Family Office
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      Anna Szkudlarek
      Partner, KENDRIS
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      Aliya Das Gupta
      Senior Vice President Of Business Development, Sygnum Bank
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      Boris Huber
      Executive Director, Head AML And Front Compliance, Falcon Private Bank
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      Markus Abbassi
      Head Digital Assets, Kaleido Privatbank
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      Fadi Halout
      Chief Executive Officer, BankMed (Suisse) SA
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      Charles-Henry Monchau
      Chief Investment Officer, Banque Syz
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      Milko Hensel
      Head Digital Partnerships, Maerki Baumann & Co. AG
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      Jean-Marc Bonnefous
      Managing Partner, Tellurian Capital Management LLP
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      Adele Goodfellow
      Product Marketing, Chief Technology Office, JP 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.

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      Jeremias Berte
      Interim Head Of Corporate Development, Julius Baer
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      Christoph Puhr
      Head GWM Emerging Tech, Virtual Assets, UBS
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      Juergen Pulm
      Chief Digital And Information Office, NatWest Group And Coutts
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      David George
      Senior Director, Thematic Research, GlobalData

      George has over 15 years experience covering telecoms, cable and media companies in both Europe and emerging markets in leading investment banks.

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      Bartosz Golba
      Research Director, Financial Services, GlobalData

      Bartosz Golba is Research Director, Financial Services at GlobalData, providing robust data and actionable insights to a number of world’s leading financial services organisations, not least related to disruption caused by evolution of technology. A former wealth manager, Bartosz has more than 10 years of experience in dealing with changing behaviours and expectations of both FS providers and their customers.

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      Martijn Seijsener
      Global Head Employee Experience, Credit Suisse
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      Plan Your Visit

      Event Location

      Zurich Marriott Hotel

      Neumühlequai 42, 8006 Zürich, Switzerland

      Sponsors

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      SPONSORSHIP ENQUIRIES

      Valentin Gerasimuk

      Head of Sponsorship Sales

      +44 20 7149 5973

      SPEAKER ENQUIRIES

      Kim Palfrey

      Head of Production

      0207 9366 960

      MARKETING ENQUIRIES

      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:

      Kim Palfrey

      Deputy Head of Production


      0207 9366 960