Digital Integration in Wealth Management 2021
Virtual Event: 8 AM GMT
3rd-4th March, 2021
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Digital Integration in Wealth Management 2021
DAY 1|3rd March 2021
DAY 2|4th March 2021
Front end, client-facing technology
Digital integration and process optimisation
8:50 am Chair’s welcome address
Bartosz Golba
Research Director, Financial Services
GlobalData
9:00 am Keynote address Incorporating large scale, next-generation digital Innovation in wealth management
- Sharing experience from across the financial services and insight on creating a successful digital strategy for private clients
- Offering expert advice on scaling up organizational agility across different geographies with digital innovation
- Hear case study examples of incorporating performance drivers and digital trends into transformation projects to accelerate operational delivery in wealth management
- Highlighting key technology shaping the future of private banking including robo-advice and Artificial Intelligence
Noémie Ellezam
Head of Digital Business Transformation - Group Innovation Division
Société Générale
Stéphane Gomis
Wealth Management Solutions Lead, Digital & Innovation, ESG
Société Générale
9:30 am Efficient Integration of ESG into the advisory and portfolio management process
- Introducing a regulatory and market overview of ESG and looking at the integration of sustainability in the advisory process
- Focusing on regulatory compliance (MiFID II, FinSA, TCFD and indirectly with SFDR) and incorporating sustainable investment strategies in the offering process
- Emphasizing why the identification, quantification and management of sustainability risks is a key element of the whole sustainable finance regulations
- ESG Portfolio Optimization – the preference driven optimization goes along the optimization of risk/return by reduction of sustainability risk and maximization of clients’ ESG preferences
- Revealing technology that considers transaction costs to make a the optimization process as resilient and stable as possible
Michael Taschner
Head of Sustainable Finance and Wealth Management, Member of the Executive Board
swissQuant Group AG
10:00 am Capitalising on a thematic investing approach to align with client’s values
- Presenting how to build propositions that draw on hot investment trends and align with client’s values
- Laying out the model for a thematic investing strategy by focusing on regional trends across client segments understand which areas are growing and what the client needs are
- Identifying megatrends in the investment world such as ESG and impact investing, longevity, and emerging technology
- Highlighting ways to bring thematic investing messages to life through digital channels to keep the client up-to-date on the investment landscape
Zoe Robson
Global Head of Innovation
Architas
10:30 am Reimagining the wealth client journey through your one-stop digital channel
- Explore the rise of the digital landscape and its effects on the evolving customer experience in wealth management
- Understand changing customer expectations due to new delivery models for service through mobile
- Deliver convenient, persistent service by leveraging your own branded one-stop digital channel
- Build a digital resilience strategy for your organization and redefine your brand through valuable digital real estate
Nikhita Iyar
Head of Strategic Business Development
Moxtra
11:00 am Networking break – visit exhibition hall
11:10 am Panel discussion: Moving forward to the new age of client engagement
- Identifying key areas to build gaps in the relationship between the wealth manager and the client through personal and digital means
- Brainstorming the core areas to improve on to deliver a full wealth management package in a digital, post-Covid world
- Modern life: looking at the role of virtual client relations and smartphone mobile banking applications
- Exploring open banking platforms and other technology to connect the client’s financial accounts digitally
Antonio Curia
Executive Director
Wimmer Family Office
Eric Moe
Partner, Chief Operating Officer
Whitefoord
Matt Hall
Head of Digital Experience and Design
St. James' Place Wealth Management
Kim Woodhall
Product Lead in Wealth
CREALOGIX
Stella Okuzu
Head, Personal & Business Banking and Head, Marketing
FCMB Bank (UK) Limited
11:40 am How does cost-efficient, goal based planning enhance client engagement?
- Discover how to increase client engagement by focusing on the client’s personal goals, while complying with regulations
- Boost your client engagement through monitoring your clients’ goals and automated advice
- How do you become THE wealth coach for your clients?
Ronald Janssen
Managing Director Goal Based Planning
Ortec Finance
12:10 pm Generational difference: tailoring client engagement to different age groups’ needs
- Answering the age-old question: does the older generation of private clients see the value in remote, digital wealth management services?
- Presenting why there is a digital strategy to suit clients of all ages; the trick is tailor it to their communication preferences
- Exploring which styles of relationship management work well for clients of an older generation and what works well for millennials
- Proposing a few key trends when digitally engaging with different client segments and how they respond to various channels
Mindy Kalinowski Earley
Chief Learning Officer
Family Office Exchange
12:40 pm Pinpointing what a true ‘Personalised Client Experience’ really means
- Presenting an in-depth view of personalised client experience for a successful wealth management practice
- Offering key insight on how to retain bespoke quality in service when using engaging in digital channels
- Attention to detail: what really makes a client tick? How much personal attention do wealth managers need to give, and how can they effectively digitally capture a client’s attention?
- Not a one-size-fits all approach: emphasising the importance of tailoring to individual client needs and considering all factors of a client’s wealth status
Oxana Belousova
Managing Director
Plurimi Wealth
1:10 pm Networking break – visit exhibition hall
1:20 pm Panel discussion: Teaming robo-advisors with wealth managers – a recipe for success?
- Where are we now? Looking at the rise and fall of robo-advisory tools and what the future holds for smart advisors
- Debating whether the industry should treat robo-advisory technology as a tool to compliment the role of the wealth manager as opposed to an autonomous client advisor
- A hybrid model: making a case for putting robo-advisors in the hands of wealth managers rather than clients directly
- The ultimate partnership – discussing whether wealth managers can benefit from robo-advice to make key investment decisions
Kalle Anttila
Head of Investment Advisory, Private Wealth Management
Danske Bank
Dean Mullaly
Managing Director - IFA, UK, and International
Mark Dean Wealth Management
Mario Alves
Head of Sales and Partner Management
Aixigo
1:50 pm How can wealth managers convert interactions into client engagement to drive real value in the relationship?
- Learn how the pandemic has changed the way wealth managers are interacting with clients and how relationship managers can extract meaningful data from client interactions
- Discover what digital strategy wealth managers should adopt to reach the next generation of investors
- Explore how wealth managers can up the ante in nurturing trusted client relationships and deliver impressive client service, from the very first engagement
- Unpack the future balance between human and machine interactions
Antony Bream
MD, UK and Americas
Wealth Dynamix
2:20 pm Creating transparency for the client’s investment journey with digital channels
- Exploring new models for communication with private clients to better educate them on the investment landscape
- Uncovering how digital engagement can enable private clients to make responsible and sustainable investments
- Making a case for pushing for a level of client autonomy over their portfolio ensure their investment goals are met
- Highlighting the key communication channels to engage client such as podcasts, webinars, and innovative campaign
Jenny Davidson
Global Head of Integrated Wealth Solutions
Aberdeen Standard Investments
2:50 pm Digitising Wealth Management for tangible client and shareholder value
- Presenting a real business case to see how to become a leading digitally enabled wealth manager
- Managing the entire customer lifecycle from prospecting through onboarding
- Enabling an opti-channel user experience
- Making the transition to digital precedence and going paperless
- Benefitting from a hyper-personalised wealth management system
David Wilson
Director of Sales
Objectway
3:20 pm Networking break – visit exhibition hall
3:30 pm Debate: Is it always ethical to use Big Data to profile clients?
- Discussing how wealth managers can unlock the use of data analytics, Artificial Intelligence, and deep learning to make informed decisions about their client services
- Asking where the boundaries are between creating a tailored wealth management offering and potentially stereotyping or broaching data privacy ethics
- Sharing a case study on using technology to profile clients, manage risk, and create a bespoke client experience
- Have wealth managers taken advantage of the client data out there or is the industry hesitant to take advantage of this?
Lawrence Jordan
Senior Director of Wealth Management A.I- Applied Analytics and Innovation
RBC Wealth Management
Jiahao Sun
Associate Director Artificial Intelligence
RBC
Mikko Hietanen
Chief Revenue Officer
DreamQuark
4:00 pm Digital assets, FinTech, and transformation: unpacking the digital era of wealth
- Hear key insight on everything digital in the wealth and investment space; from digitalising the business to digital asset management
- The investment landscape after Covid-19: where do the gaps lie, and what does this mean for portfolio managers?
- Adding digital assets to the product offer – what are the infrastructure hurdles, how mature is the opportunity ?
- Can Wealth management be built and delivered on a blockchain
- Laying out the model for FinTech 2.0 ecosystem and how banks and challenger banks fit in
Jean-Marc Bonnefous
Managing Partner
Tellurian Capital Management
4:30 pm End of Day One
11:10 am Driving digital transformation with Digital Empathy and Behavioural Science
- Explore how implementing InvestCloud’s principles of design, digital empathy and behavioral science enables key business outcomes
- Learn how to create ‘sticky’ digital experiences to drive loyalty, engagement and profitability
- Learn how to incorporate these elements into your digital platform to compete effectively
Yaela Shamberg
Chief Product Officer
InvestCloud
11:40 am Unlocking the value of Client Reporting
- Presenting the challenges we see within the market around client reporting and the impact this has on client experience
- Sharing industry research insights on the utilisation of client reporting as a regulatory burden or engagement tool
- Highlighting the shift in focus within the market 2021
- Exploring a delivery toolbox to support unlocking the value of digital client reporting
David Parry
Solutions and Client Services Director
Computershare
Jenna Cumming
Global Product Manager
Computershare
12:10 pm Seamless, paperless: revolutionising wealth management for a one-stop-shop, end-to-end service
- Hear a case study on implementing a successful paperless front and back-end setup with virtualised desktop pre-pandemic
- Sharing insight on delivering efficient, client-centric, digital client reporting and evaluations for the high-net worth segment
- Taking the multi-phase approach for delivering a premium client portal with core offerings and more
- Looking ahead at the next level of wealth management leveraging open banking architecture and hybrid service models
Eric Moe
Partner, Chief Operating Officer
Whitefoord
12:40 pm Exploring two sides of the Artificial Intelligence coin
- Delving into the concept of explainable AI as a tool to use existing data to make informed choices
- Outlining two key ways to take advantage of Ai: enabling purely digital journeys versus creating an efficiency aid tool for wealth managers to generate advice
- Providing real-life examples of how AI can be used to help wealth managers automate complicated advice decisions such as in the context of pension arrangements or tax planning
- Making a case for financial advice technology that offers both the all-digital model and hybrid remote journey with human autonomy
Tony Vail
Chief Innovation Officer
Wealth Wizards
1:10 pm Networking break – visit exhibition hall
1:20 pm Communications trends shaping the wealth management client experience
- Exploring how clients’ channel preferences are changing and how to structure communications to cater to the wide range of preferences
- Rethinking wealth management communications as part of a broader two-way conversation with clients
- Laying out how to identify and remove friction across the client experience and balance personalisation and scale in the digital age
- Presenting how integrating disparate CX systems can lead to a deeper understanding of your clients
Neal Keene
Field CTO
Smart Communications
1:50 pm Cash flow planning as a holistic approach to wealth management with technology
- Showcasing innovative technology solutions that can support wealth firms’ brand/proposition
- How to move away from tax biased optimisation to holistic decision making also including a broad range of asset classes
- Outlining key tools and processes to streamline business operations including cash flow integration and daily monitoring of likelihood KPI’s and necessary actions
- Presenting a series of ‘what if’ scenarios and how to navigate them
Mario Alves
Head of Sales and Partner Management
Aixigo
Front end, client-facing technology
Digital integration and process optimisation
8:00 am Registration
8:40 am Chair’s welcome address
Bartosz Golba
Research Director, Financial Services
GlobalData
9:00 am Keynote address - The Bigger Picture: Mapping digital trends in wealth management
- Analysing how Covid-19 and other disruptors have accelerated digital transformation of the wealth management and private banking industry
- Highlighting current talking points in the industry such as robo-advice and emerging technologies
- Identifying major themes shaping the personalised digital client experience from multi-channel communications to next-generation values
- Projecting key trends of the future and where digital strategy in wealth management is headed
Sergel Woldemichael
Wealth Management Analyst
GlobalData
9:30 am Leveraging AI for prospecting, client monitoring and thematic investing
- How a new generation of AI tools enable asset and wealth managers to support digital investment, advisory and relationship management processes with consistent data and AI
- Excel in thematic investing and customer experience with transparent strategies combining quantitative and qualitative insights
- Identify events and assess portfolio exposure to strengthen client relationships and win new business
- Create a consistent semantic data lake with a business graph enriching internal and external data with real-time signals
Alexander Stumpfegger
Managing Director, CID
10:00 am The rise of ESG: An emerging market for next-generation clients
- Setting the scene for the rise in ESG and impact investing amongst clients, from high net-worth individuals to mass affluent
- Presenting what ESG investments actually are, how to identify them, and why they are an essential part of any client portfolio to meet next-generation ethical values
- Breaking down the challenge with determining ESG criteria – how can digital innovation enable wealth and investment professionals to better assess these investments?
- Explaining why ESG metrics go beyond profitability and why data analysis and technology may be needed to automate decision making
Patrick Thomas
Investment Director
Canaccord Genuity Wealth Management
10:30 am Networking break – visit exhibition hall
10:40 am Customising wealth management services for UHNWI and families
- Setting the scene for engaging with private client families and creating a bespoke wealth management service
- Discussing what kind of digital strategy works for a family office, and how the shift to work-from-home and remote client relations affected the business
- Revealing key ways to create a customised service for UHNWI or other client types
- Hear a case study on using macroeconomic research to help advise clients on how to invest their wealth
Antonio Curia
Executive Director
Wimmer Family Office
11:10 am Nailing the multi-channel approach for engaging client campaigns
- Unpacking the various digital tools out there for engaging communications campaigns such as videos, webinars, animations, and bespoke website areas
- Sharing insight on how to target client groups with different media that fits into their lifestyle
- Providing tips on keeping the bespoke personal touch when delivering a mass-scale campaign
- Hear a case study on providing adequate support to manage enquiries at the peak of the Covid-19 pandemic
Graeme Smillie
Associate Director - Head of Creative Services
Smith & Williamson
11:40 am How are your clients’ needs changing?
- Refinitiv recently surveyed 1,030 self-directed and advised mass affluent investors, located in nine global financial centers: Australia, Canada, China, Hong Kong, Japan, Singapore, Switzerland, the UK and U.S.
- Discover how investors’ trading activities, data needs and digital expectations are likely to evolve in the future
- Uncovering which factors make investments more attractive, and which sectors investors feel represent the biggest opportunities and threats for their portfolios
William Ferrand
Global Business Development Director
Refinitiv, an LSEG Business
Rex Kumaran
Head of WealthTech for UKI
Refinitiv
12:10 pm Networking break – visit exhibition hall
12:20 pm Navigating complex areas of wealth planning with digitalisation
- Exploring the benefits to customers and to business of the effective use of digital tools throughout the customer journey
- Placing people and technology at the heart of the customer experience to provide confidence to the consumer, increase accuracy of advice and communicating in plain, jargon free and understandable language
- Presenting ideas on how to optimise a client’s digital experience to build a stronger relationship, improve data security and increase productivity
- Making a case for the digitalisation of client reporting to deliver holistic financial planning services in an optimal manner; reducing data risk, improving corporate governance and improving market integrity through enhanced customer engagement
Alex Spreckley
Head of Wealth Management
Handelsbanken
12:50 pm The Future Outlook: Bracing for a multi-year inflationary upwave
- Drawing attention to the end of the 20 year deflationary downwave and the start of the new multi-year inflationary upwave
- Breaking down what 2021 and beyond holds for wealth and investment management
- Hear expert insight on emerging market trends, and the threat of inflation – how to stay ahead of the game?
- Projecting the Impact on high net worth and ultra-high net worth client portfolios
Ian Williams
Chairman & CEO
Charteris Treasury Portfolio Managers
1:20 pm Close of conference
10:40 am Smart View – a tool for wealth managers powered by data and analytics
- Creating seamless front to back-end operations with automated, AI-driven knowledge graph technology
- Discover how wealth managers can use machine-learning algorithms to filter client data with sophisticated search criteria to streamline daily processes
- Uncovering integrated features available such as newsfeed and automated notifications to make portfolio and relationship management easier
- How much of the wealth management role can be automated? Does the technology need to advance further, or will some elements, such as onboarding always require the human touch?
Susanna Kwok
Head of Digital Product Analytics
HSBC
11:10 am Digital transformation and change: reinventing front and back office operations
- Presenting strategies for successfully dealing with transformation and change in wealth management
- Sharing first-hand experience of implementing operational efficiency plans based on process improvement and technology
- Hear case study examples of improving client onboarding through integration of CRM and back-office systems and automation technology
- Enhancing communication between investment managers and clients with web portals and other initiatives
Julien Menager
Head of Projects
JM Finn & Co
11:40 am Delving into the realities of Russian tax and estate planning for private clients
- Introducing the profile and needs of a Russian private client
- Outlining the main threats to Russian UHNW and HHW clientele’s wealth
- Presenting typical challenges that resident and non-resident clients in Russia face with preserving their wealth with regards to tax, inheritance, and migration
- Identifying key areas of Russian and international wealth management that are particularly burdensome and could be streamlined with digitalization
Sergey Gerasimov
Managing Partner
ALTHAUS Private Tax
12:10 pm Networking break – visit exhibition hall
SPONSORSHIP OPPORTUNITIES
To enquire about sponsorship opportunities at Digital Integration in Wealth Management, please contact:
Ben Lloyd-Davies
Head of Sponsorship Sales – Financial Services
T: +44 (0) 207 936 6794
E: BenLloyd-Davies@arena-international.com
SPEAKING OPPORTUNITIES
If you think that you would make a strong contribution to the 2020 program as a speaker or panelist, please contact our production team:
Amy Malkani
Conference Producer
T: +44 (0) 20 7947 2988
E: amy.malkani@arena-international.com