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, Switzerland
  • Free
  • Why attend?
  • 2022 Agenda
  • 2022 Speakers
  • Sponsors
  • Contact Us

Why attend?

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

Testimonials

2022 Agenda

  • 5 Oct 2022
  • 6 Oct 2022
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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)) Ltd.
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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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Sponsors

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GOLD PARTNER

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Enquiry

Contact Us

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