The only event to focus on integration of digital capabilities with existing processes to enhance client engagement and reach new segments 2019 ...
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The only event to focus on integration of digital capabilities with existing processes to
enhance client engagement and reach new segments
2019 Speakers Include
Reginald Warlop, Global Head of Digital Wealth & Insurance, HSBC
Management
Ian Dembinski, Head of Private Office, Rathbone Brothers
Adam Benskin, CEO, Strabens Hall
Stephen Owen, Head of Platform Propositions, Standard Life
Meike Bradbury, Director, Head Advisory Process IWM, Credit Suisse
Zoe Robson, Head of Digital Innovation, Architas
Monica Sasso, Director, Head of Prospecting Strategy, Deutsche Bank
Bartosz Golba, Head of Wealth Management Research, GlobalData
Prue Thompson, Senior Director, Marketing and Client Engagement, RBC
Alistair Welham, Head of Marketing Communications, Aegon
Olga Miler, Former Managing Director and Global Programme Architect, UBS Wealth
Alistair Cuthbert, Head of Strategy Delivery, UK Wealth Management, Zurich
Denis Nagy, CEO, Dolfin
James Firth, Senior Investment Adviser, Wealthsimple
Nicholas Johnson, Head of Online Investing, RBS
Gareth Johnson, Head of Digital Channels and Investment Services, Brewin Dolphin
Richard Partridge, Head of Global Digital Wealth, Fidelity
F Edward Lopez, Chief Revenue Officer, JHC
Alberto Cuccu, CEO, Objectway
Oliver Bray, Head of Financial Services, UK, M-Files
Dominic Snell, Director of Consulting, Wealth Dynamix
Tessa Lee, Managing Director, moneyinfo
Oliver Moule, Business Developer, Ortec Finance
Stephen Manly, Sales Director, Appway UK
Samer Hamwi, Managing Director, Globacom
Neal Siganporia, Solutions Evangelist, Moxtra
Dominic Greenwood, COO Group, Expersoft Systems AG
Lucas Wilkens, Managing Director, EMEA, Hearsay Systems
Jens Rabe, COO, Unblu
Simon Cornwell, Founder & CEO, Saffron Robo
For programme enquiries contact kim.palfrey@arena-international.com +44 (0) 207 9366 3960Digital Integration in Wealth Management
Wednesday 27th February 2019
Conference Day One
08:00 Registration and refreshments
08.50 Chair’s opening remarks: Bartosz Golba, Head of Wealth Management Research, GlobalData
Creating an engaging client experience with digital capabilities
Personalising the client experience based on client feedback and personas
Mapping out your client journey to understand opportunities
09:00
Enabling seamless experiences through digital capabilities
Developing an effective omni-channel hybrid
Reginald Warlop, Global Head of Digital Wealth & Insurance, HSBC
Time to get precise - to get real and time to shoot from the digital hip
I digital, you digitise, we digitalise….
09:30 Why digital is difficult for wealth managers—i.e., If ‘they’ can do it, why can’t we do it?
‘Jungle Book’ nailed it
Time compression on steroids: squeezing one month’s work into one day
F Edward Lopez, Chief Revenue Officer, JHC
Creating an innovative risk simulation to engage clients and make informed investment decisions
Helping clients with limited financial understanding understand risk through simulation
Creating confidence and understanding for your clients during the advisory process
10:00
Revolutionising the advisory and decision-making process through graphical visualisation
Leveraging behavioural finance to improve the client experience
Meike Bradbury, Director, Head Advisory Process IWM, Credit Suisse
Empowering traditional business with integrated digital wealth platform
Seamlessly integrated digital advisor-driven and self-directed client onboarding
Relationship management workflow to effectively manage clients and orchestrate communications
10:30
Hybrid advisory process combining real-time digital collaboration with human interaction
Enabling portfolio managers to build optimal portfolios with augmented intelligence
Alberto Cuccu, CEO, Objectway
10:45 Morning refreshments and networking
Intelligent Content, Collaboration and Control, how to hit the right balance within the digital workplace?
Wealth management companies face a unique set of challenges when it comes to creating their digital
11:20
workplace. This session will discuss the key information management challenges organisations like yours are
facing, and suggest best practices for addressing these.
Oliver Bray, Head of Financial Services, UK, M-Files
Panel discussion: Developing an effective client acquisition strategy
How to engage your clients with their wealth journey?
How does this change when you look at different demographics?
11:50 Creating the best onboarding experience for new clients
Finding a cost-effective client acquisition strategy that delivers
How to continue attracting new clients in the years to come
Alistair Welham, Head of Marketing Communications, Aegon
For programme enquiries contact kim.palfrey@arena-international.com +44 (0) 207 9366 3960Dominic Snell, Director of Consulting, Wealth Dynamix
Gareth Johnson, Head of Digital Channels and Investment Services, Brewin Dolphin
Richard Partridge, Head of Global Digital Wealth, Fidelity
Monica Sasso, Director, Head of Prospecting Strategy, Deutsche Bank
Automating communications for a better client experience
How new ways of interacting with your clients can complement your existing service proposition,
improve efficiency, reduce cost and make your clients feel good about your service.
12:30 The importance of delivering your digital proposition via your own branded app to create highly
engaged clients.
How digital communication is key to ensuring you can meet your obligations to protect your clients’
data.
Tessa Lee, Managing Director, moneyinfo
12:45 Lunch and networking
Panel discussion: Is the industry prepared for the new generation of millennial clients?
How do millennials view and manage wealth?
How can we build trust with the next generation?
What should the client experience look like for a digital native?
13:45
How can we attract the right talent to match changing client demographics?
Ian Dembinski, Head of Private Office, Rathbone Brothers
Prue Thompson, Senior Director, Marketing and Client Engagement, RBC
James Firth, Senior Investment Adviser, Wealthsimple
From product driven investment advice to client-centric holistic advice in a scalable, digital way
Putting the client at the heart of wealth management
Realistic insight & compliance through stochastic projections
14:20
From narrow to broad advice
Hybrid models in wealth management
Achieving the best of breed through ecosystems
Oliver Moule, Business Developer, Ortec Finance
Roundtable discussions
In these interactive discussions, delegates will have the opportunity to pose their biggest questions directly to
industry experts in small working groups on the topic of their choice.
Roundtable 1: How to navigate MiFID II?
What are the challenges posed by MiFID II and how are companies getting around them?
How to gain access to research?
How to stay compliant?
14:50 Alistair Welham, Head of Marketing Communications, Aegon
Roundtable 2: Do you know the true digital health of your organization? Get it checked
Omnichannel engagement (nervous system) – do you offer both digital and human-enabled services?
Operational (circulatory health) - is your internal process workflow in top shape?
Regulatory (immune system) – how strong is your compliance process?
Change readiness (responsiveness) – are you able to quickly adapt to change?
Stephen Manly, Sales Director, Appway UK
For programme enquiries contact kim.palfrey@arena-international.com +44 (0) 207 9366 3960Roundtable 3: How to become truly client-centric?
What would a purely client-centric service look like for your clients?
What are the internal challenges blocking client-centricity and how can you overcome them?
What digital tools would help you achieve this?
Alistair Cuthbert, Head of Strategy Delivery, UK Wealth Management, Zurich
Roundtable 4: Intelligent Content, Collaboration and Control, how to hit the right balance within the digital
workplace?
What are the key information management challenges that facing wealth management firms as they work
towards creating a digital workplace?
How do we get the balance of instant access anywhere on any device while ensuring information remains
in the control of the business?
What collaboration challenges do you face internally and externally when adopting a digital workplace?
How are you keeping up with the digital natives? What are these demands and expectations access
information as easily in their business life as in their personal life?
Oliver Bray, Head of Financial Services, UK, M-Files
Roundtable 5: How to overcome the challenges of delivering roboadvice?
What are the key challenges faced in delivering roboadvice?
How can these challenges be overcome?
How to get the balance right for your clients? Hybrid advice vs full automation
Nicholas Johnson, Head of Online Investing, RBS
Roundtable 6: Are wealth managers ready for Millennials?
Samer Hamwi, Managing Director, Globacom
16:00 Afternoon refreshments and networking
Private collaboration channels to fast-track financial transactions
Today’s banking customers expect powerful, on-demand digital experiences from their financial services
16:30
providers. Learn how banks such as Citi and ABN Amro’s Prospery have leveraged the Moxtra platform to
digitally transform the client journey, accelerate transactions, and deepen customer relationships
Neal Siganporia, Solutions Evangelist, Moxtra
Understanding changes in advice models and how to keep up
The impact of emerging roboadvice and hybrid models on the industry
Moving away from standardised solutions to personalised solutions
17:00
How to integrate digital capabilities to keep up with the changing landscape
Enhancing your efficiency whilst adding value to your clients
Stephen Owen, Head of Platform Propositions, Standard Life
17:30 Chair’s summary and close of conference
17:40 Drinks reception sponsored by JHC
18:40 Private dinner hosted by JHC
For programme enquiries contact kim.palfrey@arena-international.com +44 (0) 207 9366 3960Digital Integration in Wealth Management
Thursday 28th February 2019
Conference Day Two
08:15 Registration and refreshments
09:20 Chair’s opening remarks: Bartosz Golba, Head of Wealth Management Research, GlobalData
Digital transformation in Wealth Management - towards the Bionic future
The ability to interact and transact seamlessly via digital channels has come to be expected in
virtually every sphere of life – financial services included;
Although we do talk about the generational transfer of wealth, the notion that the desire for a slick
digital experience is age-dependent is now largely out-of-date;
A majority of clients would not hesitate to switch wealth managers in exchange for better digital
capabilities;
Technological makeover in WM therefore is not optional anymore, but rather presents an urgent
necessity, if the WM businesses are to survive. By moving slowly, firms stand to lose $79.2 million
per billion dollars of revenue a year. But digital laggards may pay an even bigger price: falling out of
09.30
the race altogether;
We believe in the concept of Bionic Wealth Management, where technology empowers Client
Advisors and Wealth Managers to: 1. provide better user experience to their increasingly
demanding clientele; 2. improve operational efficiency of their business and focus on the higher
value services;
Bioniс Wealth Management is a new generation service offering for our industry, which enables the
co-existence of high-touch and high-tech, and justifies premium fee levels. The hybrid model
combining cutting-edge technology and WM expertise heralds the future for wealth managers and
demands new levels of competence, investment and nimbleness from the industry professionals.
Denis Nagy, CEO, Dolfin
Building the Wealth Management Platform of the Future
Motivations and benefits of the platform approach
10:00 Key elements of a successful platform strategy
Feedback from the front lines
Dominic Greenwood, COO Group, Expersoft Systems AG
Q&A: Redefining retirement for the sandwich generation
How to mitigate against the growing burden of ageing parents and childcare for your clients?
What are the implications of an increasingly ageing population on the industry?
Designing the best client experience for this generation of clients
10:30
Overcoming the challenges of wealth succession planning for Baby Boomers
Leveraging digital and analytics tools to offer the best advice to the sandwich generation
Is roboadvice the future of pension advice or a part of the solution?
Adam Benskin, CEO, Strabens Hall
Harness The Power of Digital Marketing to Grow Your Business
The Advisor productivity challenge
11:00 How personalized, automated and compliant digital marketing can enhance the advisor's presence
on social media with maximum efficiency
Beyond Social Media: owning and integrating all digital channels to improve customer experience
For programme enquiries contact kim.palfrey@arena-international.com +44 (0) 207 9366 3960and corporate visibility
Lucas Wilkens, Managing Director, EMEA, Hearsay Systems
11:15 Morning refreshments and networking
Enhancing services for female clients to grow your business
Creating the groundbreaking five-year program at UBS to better service female clients
Making gender equality a priority, both for your clients and employees
11:45
Providing a personalised and tailored experience for female clients
Tackling the gender imbalance in wealth management and the impact on your business
Olga Miler, Former Managing Director UBS Wealth Management
Conversational Banking: A strategic imperative for Wealth Management and Private Banking
Private Banks and Wealth Managers are challenged to create new ways to drive the customer relationship
12:15 in the digital age. Conversational Banking in digital channels is a paradigm shift that will allow Banks to
create a new level of customer intimacy that creates and executes ideas to trade.
Jens Rabe, COO at Unblu
10 Key considerations before embarking on a Digital Robo Strategy
In today’s ever evolving digital world, there are a number of considerations that companies need to be
12:45 mindful of before developing a Digital Robo Strategy – Namely; Internal project bandwidth, Market
awareness and core company strategy
Simon Cornwell, Founder & CEO, Saffron Robo
13:00 Lunch and networking
Brexit: Navigating through uncertainty and finding opportunities for the wealth management industry in
the future
How will Brexit impact the framework in which we operate?
What new regulatory arrangements will be in place after the UK leaves the EU?
What steps should be taken to mitigate possible disruption and upheaval?
14:00
How can we turn Brexit into a catalyst to accelerate our response to global opportunities, not
distract?
Will new players in the industry be affected differently by Brexit than those who already
participate?
John Barrass, Deputy Chief Executive, PIMFA
14:30 Afternoon refreshments and networking
Restructuring your business for innovation
Reorganising the way you work to better facilitate digital innovation
15:00 The benefits of creating digital tools in cross-functional teams
Engaging key stakeholders in new projects
Zoe Robson, Head of Digital Innovation, Architas
Startups way in established business: Fighting entropy
Invisible barriers and wrong assumptions
15:30 Absence of “Fractals”
Factors of entropy
Simon Vine, Co-Head of Commercial-Investment Bank, Alpha Bank
16:00 Chair’s summary
16:15 Conference close
For programme enquiries contact kim.palfrey@arena-international.com +44 (0) 207 9366 3960You can also read
