Digital Integration in Wealth Management 2022
Park Plaza Victoria London
29th-30th March, 2022
Digital Integration in Wealth Management 2022
DAY 1|29th March 2022
DAY 2|30th March 2022
Front end client-facing technology
Back end digital integration and process optimisation
8:50 am Chair’s welcome address
9:00 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

James Frew
Head of Operational Strategy
St James’s Place Wealth Management
9:30 am Streamlining Your Wealth Client Business Process - A OneStop Digital Hub Strategy
- Dealing with today’s chaos of client interactions taking place over siloed fragmented channels
- Modernizing the wealth client journey through a next-gen approach to client interaction workflows
- Streamline and manage customer relationships through your one-stop client hub – with persistent history and an audit trail of all interactions
- Gain visibility and oversight into each stage of your client workflows, and manage staff to key KPIs
- Orchestrate document heavy client onboarding, ongoing client services, and exception handling in one-stop, with a suite of integrated collaboration capabilities

Shimona Pinto
Senior Corporate Solutions
Moxo
10:00 am Towards a seamless digital process from end-to-end
- How COVID has accelerated the need for digitization within operations
- Providing clients with an easy and smooth journey: from onboarding to the end
- Using AI to automate mundane and routine tasks to enable managers to focus on more complex tasks

Cecile Decomps
Head of Business Development
Societe Generale
10:30 am Digital Client Experience for the Next-Generation Investor
- Discussing how the wealth management sector is learning to better understand and serve their varied clientele and how to optimize end-to-end wealth management customer journey
- Re-imaging static PDF and print forms and delivering a personalised, interactive, mobile-friendly experience from account opening and onboarding to service
- Reducing manual steps and data errors that create massive compliance risks
- Transforming one-way outbound print communications to digital-first, two-way conversations while maintaining regulatory and brand controls
- Empowering clients and relationship managers to create interactive, personalised bespoke reports on demand

Karen Oakland
VP Vertical Marketing
Smart Communications
11:00 am Networking break – visit exhibition hall
11:30 am Panel discussion: Shifting from a business-centric 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 goals
- 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

Lee Clifton
Executive Director, Global Head of Client Engagement
J.P. Morgan

Matthew Miller
Global Head of Digital for Clients
Barclays

Alessandro Tonchia
Head of Strategy, EMEA & APAC
InvestCloud

Bartosz Golba
Research Director, Financial Services
GlobalData
12:00 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

Mark Glover
Global Head of Financial Planning
HSBC Group
12:30 pm Future-Proof Wealth: Climate Resilient Investment Decision-Making
- How can advisors navigate climate change and manage risk and return for private clients? What are the risks?
- Smart decision-making: combine research-backed climate change & ESG knowledge, advanced financial models, and innovative technology to make informed investment decisions
- Translation to practical solutions for private investors integrated with goals based planning

Ronald Janssen
Solution Owner Goal Based Planning
Ortec Finance
1:00 pm eGain Introduction
1:05 pm Lunch (Sponsored by eGain) and networking
2:00 pm Digital Financial Communication, Planning & Shopping: Combining the Entire Adviser Experience on a Single Integrated Platform
- This presentation will explore the game-changing benefits of combining the entire advisor experience into a single, integrated platform
- We will demonstrate how you can transform the way your advisers interact with clients, using beautifully designed custom experiences whilst executing on the simplest to the most sophisticated needs of all investors
- We will look at how AI tools, the Cloud and a central digital Warehouse can enable this true digital revolution
- Further, we will explore best practices in actively engaging and maintaining users at every stage of their digital journey through the use of both gaming and decision theory

Mark Trousdale
Chief Marketing Officer and Head of EMEA Business Development
InvestCloud
2:30 pm Pioneering Next-Generation Private Banking through Automation
- How can private banks combine fast digital self-services with personal wealth advisory?
- Optimization: Ensuring digital platform that meets the requirements for investment advisory services while taking individual client preferences into account
- Case study: Hear success stories of private banks revamping their client engagement process and portfolio management systems

Ton Kentgens
CM UK & Ireland
Aixigo
3:00 pm 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

Nick Hall
Head of Advice
Wealth Wizards
3:30 pm In a Digital World, User Experience is Customer Experience
- Putting the client at the heart of the digital strategy
- Aligning your digital strategy with your clients’ expectations
- Prioritising UX for premium customer service
- Delivering ROI on digital tools with personalised services

Eszter Vass
Head of Group Product Enablement
Crealogix
4:00 pm Networking break – visit exhibition hall
4:30 pm Panel discussion How to learn from your failures and successes?
- What is your experience of failure/success and what have you learned from it?
- What would you do differently?
- What changes have these experiences brought for your company?

Ian Pickford
Head of Financial Planning
Mazars

Chris Loake
Chief Technology and Operations Officer
C. Hoare & Co.

Anshul Bongirwar
EMEA Business Lead
Moxo
5:00 pm Digital Trends in Wealth Management
- Mapping out the progress of digital transformation in the wealth management industry
- Examining Covid-19’s 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 service providers collaborate with technology experts
- Understanding client demand to provide a better high-tech high-touch customer experience

Sergel Woldemichael
Senior Wealth Management Analyst
GlobalData
5:30 pm Drinks Reception
11:30 am Panel discussion: Innovative Technologies in Wealth Management
- Exploring innovative technologies in the Wealth Management landscape
- Investigating the data science revolution and AI in WM
- Understanding the opportunities and challenges around innovative technologies

Sergel Woldemichael
Senior Wealth Management Analyst
GlobalData

Adri Purkayastha
Group Head of AI and Digital Risk Analytics
BNP Paribas

Bill Murphy
Head of Financial Services Platforms
Tilney Smith & Williamson

Karen Oakland
VP Vertical Marketing
Smart Communications
12:00 pm How can organizations prepare for technologies that will change the landscape of wealth management?
- Harnessing the power of technologies, i.e., blockchain to provide a simpler, more convenient and transparent service
- Exploring current technologies, their benefits and shortfalls
- Investigating the impact of digital currencies on wealth management services and products
- Envisioning what the future customer looks like

Jean-Marc Bonnefous
Managing Partner
Tellurian Capital Management
12:30 pm Reserved for Sponsor
1:00 pm eGain Introduction
1:05 pm Lunch (Sponsored by eGain) and networking
2:00 pm The Significance of Platforms in a Digital Age
- Understanding the importance around platform design thinking
- Exploring the best way to offer a platform that delivers a user-friendly, end-to-end process

Bill Murphy
Head of Financial Services Platforms
Tilney Smith & Williamson
2:30 pm Providing Client Advice through Digital Engagement
- Empowering the client advisor
- Digitisation of the advisory journey
- Managing the regulatory regimes associated with providing advice

Dominic Greenwood
Group COO
Expersoft
3:00 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?

Patrick Thomas
Investment Director
Canaccord Genuity Wealth Management
3:30 pm Democratising platforms through APIs
- In this presentation, custodian and investment technology provider Seccl will explore the disruptive trends at play within the platform market
- Explaining how, for the right firms, APIs can present an opportunity to drive efficiency, improve the customer experience and build more valuable businesses

Dan Marsh
Head of Customer
Seccl Technology
Front end client-facing technology
Back end digital integration and process optimisation
8:00 am Registration
8:50 am Chair’s opening remarks
9:00 am Keynote address: Panel Discussion, ESG and Sustainability
A New Landscape within Wealth Management: ESG and Sustainability
- What role does ESG play in the wealth management industry?
- What is the best way to navigate ESG?
- How to create wealth products that meet the regulatory requirements of ESG?
- Finding the ‘green’ investment for the client

Antonio Curia
Executive Director
Wimmer Family Office

Jan Skaathun
Chief Commercial Director and Co-Founder
Quantfolio

Emilio Campa
Associate Analyst
GlobalData
9:30 am Digital Disruption or Digital Evolution?
- The keys of success and the lessons learned from a long-term leader in the UK Wealth Management Business

Alberto Cuccu
CEO
Objectway Ltd

Martin Leah
Change and Transformation Director
Rathbones Group Plc

Jack McKenna
Product Owner, MyRathbones
Rathbones Group Plc
10:00 am Return to the Office: Why Bother?
- Working a way through from the pandemic to employee re-connection
- A once in a lifetime opportunity to rethink the future of the workplace

Vanessa Gilardi
Director, Head of HR Wealth Management International & Global Asset Management
RBC Wealth Management
10:30 am Networking break – visit exhibition hall
11:30 am The Digital Paradox: Why More Digital Doesn't Mean Less Human
- How human-centred design will help us use the right tool for the task
- How engaging with different clients over different digital channels will elicit empathy and build trust
- Keeping client-centricity at the forefront of your mind will guide your digital projects

Danny Baggs
Director of Marketing UK
Unblu Inc.
12:30 pm Building an Effective Business Case
- The importance of an outcome driven approach to achieving success
- Understanding desired outcomes (for your business, your staff, and your clients)
- Prioritising outcomes and understanding their relative business benefit
- Ensuring you have the technology in place to enable those outcomes
- Offsetting the cost of technology vs the benefit it delivers to understand true business value

Johnny Beloe
Director of Pre-Sales & WDX1 Product Strategy
Wealth Dynamix
1:00 pm eGain Introduction
1:05 pm Lunch (Sponsored by eGain) and networking
2:00 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?

Adele Goodfellow
Product Adoption Lead, Chief Technology Office
J.P. Morgan
2:30 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 energize 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, customized, thematic investment products

Alexander Stumpfegger
Chief Sales Officer
CID
3:00 pm Thematic Overview of Digital Trends in Wealth Management

David Bicknell
Principal Analyst, Thematic Research
Global Data
3:30 pm Close of conference
11:00 am Brand and Design - A Tale of Two Specialisms
- How branding influences consumer behaviour 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

Tapas Sharma
Head of Brand Design
Nutmeg
11:30 am How Modern Infrastructure is Enabling Next-Gen Digital Investment
- The infrastructure revolution: from e-commerce to wealth
- The power of hyper-automation at scale
- Future-proofing your technology stack for scalability and resilience

Matt Cockayne
Chief Revenue Officer
Nucoro
12:00 pm Cultural Toolkit for a Digital Transformation
- Does “culture eat strategy for breakfast?”
- What does digital transformation cover?
- 5 cultural traits needed for success
- Bedrock “tried and tested” toolkit
- Final thoughts

Carlota van de Koppel
Chief Operating Officer
Bedrock Group

Kate Hobson
Chief Digital Officer
Bedrock Group
12:30 pm The Digital-First Client: The Road to AI and Personalisation
- Examining the complexity around earning and maintaining trust in the digital age
- Investigating the changing nature and expectations of the new generation of inheritors, investors, borrowers, and consumers
- Exploring the best strategy to maximise client engagement

Andy Baillie
Regional Vice President of Sales
Seismic
Sponsor Information
To enquire about sponsorship opportunities for the conference, please contact:
Ben Lloyd-Davies
Head of Sponsorship Sales – Financial Services
T: +44 (0) 207 936 6794
E: BenLloyd-Davies@arena-international.com
Speaker Information
The Digital Integration in Wealth Management programme is written in collaboration with industry, if you would have a case study, idea or just a comment, please contact:
Edwin Boadu
Conference Producer
E: Edwin.Boadu@arena-international.com